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Coaching
you to
financial independence
 Linas
Pilypaitis, Investment Advisor, has spent most of his adult life helping individuals
become the best they can be.
Whether
as a former officer in the Canadian Navy or as the head coach of multiple gold
medal winning basketball teams, Linas has built a track record of success by setting
achievable goals and then meeting or even exceeding them. Linas
now uses those same skills and coaching principles to help guide his clients towards
financial independence. "Success
in financial planning and investments is a team effort between the investor, the
Investment Advisor and the investment firm," says Linas. "I am very
proud to be able to offer the resources and programs of BMO Nesbitt Burns, one
of Canada’s leading full service brokerages, to my clients." "Successful
coaching requires an understanding of each client’s needs and matching them
to the right resource available from BMO Nesbitt Burns to meet a specific goal.
This is what I do best for my clients.” Linas’
first priority is to gain a clear understanding of your needs and aspirations.
He can then coaches you through the goal setting process before recommending and
implementing a suitable course of action. “Without
a realistic end goal, it is difficult to establish the steps needed to achieve
the desired result," explains Linas. "I use a personal consultative
approach to ensure that the end goal is clear and realistic. Then I guide my clients
through the process of determining the most appropriate steps and strategies to
get there. Once the strategies are in place, my service commitment to clients
is clear, you will not be lost in a shuffle, and you will hear from me frequently,
no matter what the conditions of the market are.” Linas
specializes in Portfolio Strategies, Retirement (RRSP) Planning and Education
(RESP) Planning that follow three key elements: capital preservation, capital
growth and tax minimization. “No
one likes to lose money in their investments. I do not recommend strategies or
investment instruments that place my clients beyond their risk threshold,"
Linas explains. "At the same time, risk and reward go hand in hand and one
of the proven ways to minimize risk is to set reasonable expectations and properly
allocate assets between different investment classes." "BMO
Nesbitt Burns adjusts their recommended asset mix for income, balanced, and growth
investors monthly. This is where I start the investment planning process. Finally,
nobody likes to pay tax either. I use every opportunity to ensure that my clients
mimimize their tax payable.” A
husband and father, Linas spent over 20 years in the Canadian Armed Forces as
a Naval Officer. After leaving the Navy, he spent three years in the defence industry
where his comprehensive work experience included the financial management of various
projects and programs. A
member of the Naval Officers’ Association of Canada, Linas is a proud corporate
member of the Naval Officers’ Mess, HMCS Bytown. He is also very active in the
community as the head coach of the Gloucester Wolverines competitive basketball
program. He
also coaches the region’s elite development teams for Basketball Ontario and this
past summer coached the provincial U15 girls team to a gold medal at the national
championships in Vancouver.. Last
but not least he is a proud supporter of the Orléans community and a valued local
business sponsor of OrleansOnline.ca. To
find out more about how Linas Pilypaitis can help you achieve your dreams visit
www.linas.ca. You can also call Linas directly
at 613-562-6516 or e-mail Linas.Pilypaitis@NBPCD.com.
You'll be glad you did.
®"BMO" and the "M-bar
roundel symbol" are registered trade-marks of Bank of Montreal, used under
licence. "Nesbitt Burns" is a registered trade-mark of BMO Nesbitt Burns
Corporation Limited, used under licence. Member CIPF The
opinions, estimates and projections contained herein are those of the author as
of the date hereof and are subject to change without notice and may not reflect
those of BMO Nesbitt Burns Inc. (“BMO NBI”). Every effort has been made
to ensure that the contents have been compiled or derived from sources believed
to be reliable and contain information and opinions which are accurate and complete.
However, neither the author nor BMO NBI makes any representation or warranty,
express or implied, in respect thereof, takes any responsibility for any errors
or omissions which may be contained herein or accepts any liability whatsoever
for any loss arising from any use of or reliance on this report or its contents.
Information may be available to BMO NBI which is not reflected herein. This report
is not to be construed as an offer to sell or a solicitation for or an offer to
buy any securities. BMO NBI, its affiliates and/or their respective officers,
directors or employees may from time to time acquire, hold or sell securities
mentioned herein as principal or agent. BMO NBI may act as financial advisor and/or
underwriter for certain of the corporations mentioned herein and may receive remuneration
for same. BMO NBI is a wholly owned subsidiary of BMO Nesbitt Burns Corporation
Limited which is an indirect wholly-owned subsidiary of Bank of Montreal. To U.S.
Residents: BMO Nesbitt Burns Corp. and/or BMO Nesbitt Burns Securities Ltd., affiliates
of BMO NBI, accept responsibility for the contents herein, subject to the terms
as set out above. Any U.S. person wishing to effect transactions in any security
discussed herein should do so through BMO Nesbitt Burns Corp. and/or BMO Nesbitt
Burns Securities Ltd. The
comments included in the publication 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. Return
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