Ambassador Profiles

Mike Ellis (Hon. B.A. ´91)
CFP CIM FCSI, Investment Advisor and Financial Planner
BMO Nesbitt Burns Inc.
1 First Canadian Place, 53rd Floor, P.O. Box 150
Toronto, ON M5X 1H3
416-359-5654 • Toll free 1-800-567-3006 • 416-359-4942 (fax)
Mike.Ellis@NBPCD.com

Q: How long have you been an advisor in this field?
A: 15 years.

Q: Do you have experience advising clients who have arranged planned gifts? For how many years?
A: Yes - for about 10 years.

Q: Have you made arrangements for a personal planned gift?
A: Not as of yet.

Q: What is your personal philosophy of philanthropy, and gift planning, specifically?
A: Personally, while I have young children, my estate is committed to their support.

Q: Are you a member of the Canadian Association of Gift Planners – locally and/or nationally?
A: Since becoming an LFT Ambassador, I have joined the CAGP.


For more information, please visit www.michael-ellis.com