Jonathan Koles Financial Planner in Niagara Falls, ON L2E 6Z8 | fin63

How I Can Help

Do you have investments, but lack a long-term plan? As a Financial Planner, Investment & Retirement Planning at BMO Financial Group, I can help you define your financial objectives and develop a personalized strategy to meet your goals. The process of building a solid foundation for the future can be easy with the help of a qualified professional like myself.

The Value I Add

In working with you, I can help you navigate the financial markets, economy, and investing environment. I can recommend strategies that will help you optimize the return potential of your portfolio while helping you manage risk. Together we will focus on meeting your needs and priorities through effective financial planning strategies. My process includes:

* Helping you identify your personal short and long-term goals;
* Developing an appropriate personalized investment plan; and
* Reassessing your plan as your circumstances change.