I have developed this site in an effort to consolidate some of the many financial resources available to you, and to provide a one-stop site to access the information relevant to your investment needs. Within the site you will find a section on my investment planning process, and the steps we will take together in developing a prudent and prosperous investment plan. You will find various publications updated on a weekly, monthly or quarterly basis on various topics ranging from sector specific commentary on gold or oil & gas to more general topics such as asset allocation or portfolio strategies. Also within the publications page you will find several articles that I have book-marked on specific topics relevant to today's financial plans. There is a Links page with links to other websites that you may be of interest to you. And finally a Learn More section that delves deeper into various financial planning topics, complete with 3rd Party articles for reference.
I hope that you find this site to be a helpful reference point for your investment needs and questions, and I look forward to any feedback that you may have concerning this site or your financial concerns.
My Background: I was born and raised in Regina, and of course, continue to reside here. I am married and have 2 school age children. I have been in the financial services industry for over 10 years now, the last 6+ of which as a licenced Financial Advisor. I am a Certified Financial Planner (CFP) and hold the Financial Management Advisor (FMA) and Certified Investment Manager (CIM) designations and I am also a Fellow of the Canadian Securities Institute (FCSI). As a BMO Nesbitt Burns Investment Advisor, I am able to leverage the resources of Canada's oldest financial institution to develop a personalized investment strategy that makes sense for you.
Derek
BMO Nesbitt Burns As one of Canada's leading full-service investment firms, BMO Nesbitt Burns serves the investment needs of individual, corporate, government and institutional clients. BMO Nesbitt Burns Investment Advisors draw on the firm's top-ranked* investment research and broad range of products and services designed to meet the specific investment objectives of individual clients. BMO Nesbitt Burns Investment Advisors provide their clients with timely advice, high-quality service and one of the broadest selections of products in the business. In addition to the traditional equities, fixed income securities and mutual funds, BMO Nesbitt Burns has developed an extensive and growing line of proprietary products.
BMO Nesbitt Burns Meridian Program® The key to ensuring better and more timely investment decisions is understanding your circumstances, objectives, preferences, and risk tolerance before recommending personalized strategies or individual securities. With the BMO Nesbitt Burns Meridian Program, the process of getting to know you and your preferences is now even easier. With the Meridian Program, you receive the benefits of full-service advisory support from me along with the convenience and flexibility of Internet access for one all-inclusive fee based on assets under administration.
BMO Nesbitt Burns Architect Program™ Introducing the next evolution of managed accounts - the BMO Nesbitt Burns Architect Program . The Architect Program is a new kind of managed account solution - a unified managed account (UMA). We are proud to say that we are the first in Canada to launch a full-featured, open architecture UMA. The Architect Program allows IAs to create a single, diversified portfolio that combines separately managed accounts, mutual funds, exchange traded funds (ETFs) and alternative investments (i.e. hedge funds) into a single account for investors - a customized investment solution. This program also allows IAs the ability to implement greater diversification of client portfolios with simplified account administration, less documentation and increased fee flexibility.
BMO Nesbitt Burns Quadrant Program® Based on the principle of protecting and enhancing wealth, the Quadrant Program constructs a portfolio that consists of a range of specialized mutual funds - each of which combines the talents of some of the leading investment managers in the world. Research has proven that this approach provides the optimal combination of risk control and return enhancement. The Quadrant Program is available to investors with a minimum account size of $50,000.
BMO Nesbitt Burns BluePrint Program® The BMO Nesbitt Burns BluePrint Program offers you the opportunity to participate in one or more of seven model portfolios, each actively managed based on the recommendations of the top-ranked* BMO Nesbitt Burns Research team. Plus, as a fee-based account, there are no trading commissions.
1Brendan Wood International Survey. Institutional Equity Research, Sales and Trading Performance in Canada, 2007 Report.
2"BMO Nesbitt Burns Meridian Program" is a trade-mark of BMO Nesbitt Burns Corporation Limited, used under licence.
"Nesbitt Burns" and "Architect Program" are registered trade-marks of BMO Nesbitt Burns Corporation Limited, used under licence.
"Nesbitt Burns" and "Quadrant Program" are registered trade-marks of BMO Nesbitt Burns Corporation Limited, used under licence.
"Nesbitt Burns" and "BluePrint Program" are registered trade-marks of BMO Nesbitt Burns Corporation Limited, used under licence.
All market data is delayed by at least 20 minutes unless otherwise noted. Quotes, historical data, charts and statistics are provided by SunGard PowerData. BMO Nesbitt Burns is not responsible for the information provided.
** Mutual fund prices are as per previous day's close. Unlike stock prices they are not updated throughout the day.
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