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Lois A Mitchell

Financial Planner, Investment & Retirement PlanningBMO Financial GroupOrillia, Ontario

BMO's vision is to be the bank that defines a great customer experience. The FP mandate is directly responsible for engaging with clients seeking help by: Providing holistic financial planning and advice, meeting regularly to review the client’s holdings and changing needs, consolidating and retaining customers’ investment assets and referring to other BMO partners when appropriate.

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