Garett Surcon

Associate Portfolio Manager & Wealth Advisor
BMO Nesbitt Burns

popup medal icon RIA: Certified

I help families manage their finances so they can enjoy life without worrying about the everyday hassles of their financial affairs. My clients value the clarity they get as I help them uncover and articulate what is really important to them. Through integrated wealth planning and customized investment management, I provide a personal family action plan to help make their goals a reality.

Services Offered in RI
  • Financial planning
  • Will & Estate planning
  • Insurance & risk planning
  • Taxation planning
  • Investment management
  • Succession planning
  • Charitable giving
  • Small business planning
Minimum Account Size


Investor Type Dealt With


Type of License


Provinces Licensed In
  • British Columbia
  • Manitoba
  • New Brunswick
  • Ontario
  • Quebec