1. The Osachoff Wealth Advisory Group BMO Nesbitt Burns
885 West Georgia Street, Suite 1700
Vancouver, BC, V6C 3E8
Tel.:
June

2. Who We Are
The Osachoff Wealth Advisory Group has over 72 years of combined Wealth and Investment Management Experience.
Tony Osachoff, FCSI, CIM, B.A., Vice-President, Wealth Advisor Managing private client wealth and needs since Made his first stock investment as 10 years old, completed Cdn. Securities Course in high school.
Tiffany Thiam, Associate Investment Advisor Has over 12 years of investment industry experience. Background includes Financial Planning Diploma from British Columbia Institute of Technology.
Petr Straka, CFA, CIM, B.Tech.(Accounting), Sales Assistant Investment industry experience since Chartered Financial Analyst (CFA) charter holder since 2007.
Allison Brooks, CA, CFP®, TEP, B.Comm., Client Service Assistant Personal, estate and trust tax planning specialist. 11 years of experience at multinational accounting firm, with Nesbitt Burns since 2005.

3. What We Do
We provide the financial discipline to help clients make effective, conscientious choices and we are devoted in helping clients to achieve the things in life that are important to them.

4. What We Do (cont.)

5. How We Do What We Do 1. Goal Setting Phase Detailed Personal Discovery
Prioritizing the Important Issues in Client Life
Scrutinizing Client Financial Documents
2. Strategy Development Phase
Financial Plan
Investment Plan
Investment Policy Statement
3. Implementation Phase
Monitoring
4. Ongoing Periodic Reviews and Revisiting Needs
Adaptation to Changing Conditions

13. Our performance vs. other portfolio managers with comparable asset allocation, investment mandate and at least 10 years performance records

14. Who Have We Done It For?
Families who believe that financial assets are part of diversified wealth preservation, accumulation and growth.
We manage wealth for over 200 families with average $1,000,000 of investable assets per family.
As this number continues to grow, we invest in growing our team with new talent and dedicated professionals.
Our clients are families who recognize that they have many choices for their investing business, but they appreciate who we are, as people, and our approach to managing their wealth.
Our clients are telling us that we help them sleep at night and that we take the worry and research out, so that they can focus on their own interest.

15. Why Should You Partner With Us?
We Are Disciplined
We Are Professional
We Are Committed
We Are Driven
We Are Experienced
Value and trust are the keys to any long-term business relationship. In our world of investment decision making we often make our decisions about investments based on "price" or based on "value". Price is a problem in the absence of perceived value. We must always recognize that most clients will make decisions about us based on a similar rationale.
It is our service that differentiates us from our competitors.

16. Testimonials
“ Not only would I recommend Tony - I do recommend him. He hears what you have today, acts on it, and keeps in touch. And he’s done a great job for us.”
Flora & Harold P., Retired, Port Coquitlam, December 2006
“ I have been client of Tony’s for 20+ years and in the entire time I have been treated in a very honest and diligent manner. I also appreciate the fact that Tony always keeps in touch and lets me know the situation. As a financial advisor he is careful to tailor my accounts to suit my particular situation.”
Gary H., Retired, Maple Ridge, December 2006
“ Tony does his research and takes the time to explain the pros and cons of any investment. I have no hesitation in recommending both him and his team.”
Ken W., Business Owner, Coquitlam, April 2010
“ Tony Osachoff is a person of absolute impeccable integrity and has a pleasant, likeable personality. He takes time to understand his clients-hence a peace and reassurance in each conversation and transaction. Tony is highly recommended.”
Alan P., Retired, Vancouver, December 2006
“ Tony has added much needed professional organization to our investments. Our investments are now better diversified and performing well as we both near retirement. We find Tony available, reliable and honest.”
Wayne & Lorraine L., Semi-Retired, Coquitlam, December 2006
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17. Contact Us Thank you for taking the time to meet with us.
Should you have any questions, please do not hesitate to contact a member of The Osachoff Wealth Advisory Group, BMO Nesbitt Burns:
Tony Osachoff, FCSI, CIM, B.A., Vice-President, Wealth Advisor (604)
Tiffany Thiam, Associate Investment Advisor (604)
Petr Straka, CFA, CIM, B.Tech.(Accounting), Sales Assistant (604)
Allison Brooks, CA, CFP, TEP, B.Comm., Client Service Assistant (604)
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18. Disclaimers
BMO Nesbitt Burns Inc. provide this commentary to clients for informational purposes only. The information contained
herein is based on sources that we believe to be reliable, but is not guaranteed by us, may be incomplete or may change
without notice. The comments included in this document are general in nature, and professional advice regarding an
individual’s particular position should be obtained. BMO Wealth Management is the brand name for a business group
consisting of Bank of Montreal and certain of its affiliates, including BMO Nesbitt Burns Inc., in providing wealth
management products and services. ® BMO (M-bar roundel symbol)” is a registered trade-mark of Bank of Montreal, used
under license. ® “Nesbitt Burns” is a registered trade-mark of BMO Nesbitt Burns Inc. BMO Nesbitt Burns Inc. is a wholly-
owned subsidiary of Bank of Montreal. If you are already a client of BMO Nesbitt Burns, please contact your Investment
Advisor for more information. The comments included in the presentation are not intended to be a definitive analysis of tax
law: The comments contained herein are general in nature and professional advice regarding an individual’s particular tax
position should be attained in respect of any person’s specific circumstances. The opinions expressed above are those of
the named client author and are in no way representative of the views of all clients. Client testimonials do not constitute a
guarantee, warranty, or prediction regarding outcome of your investments. If you are already a client of BMO Nesbitt
Burns, please contact your Investment Advisor for more information.
BMO Nesbitt Burns is a Member-Canadian Investor Protection Fund. Member of the Investment Industry Regulatory Organization of Canada.