What Sets Us Apart:
We offer a clear and concise view of the ever changing equity market environment and make decisions with our clients based on a well established asset mix framework as market conditions warrant.
Our twenty one years of investment management experience has taught us that a passive investment strategy based on the theory of what has worked in the past will always work in the future, is not a proven approach.
Customized Portfolio Solutions:
Whether you are conservative equity investor or one who seeks growth with an established, well defined risk profile, our portfolio creation process is unique within the industry.
1)Access To BMO Nesbitt Burns :Top Ranked Research *1
We use both in-house and third party fundamental reseach and technical analysis to uncover the best stocks in specific sectors of focus. We also study established seasonal trends in the equity markets and employ market timing strategies which enhance returns to even the most conservative stock portfolios.
2) Actively Managed Portfolios
We are not afraid to take profits: many investment managers advocate holding positions for years, even decades, but our strategy of active portfolio management will see overvalued stocks sold and undervalued names which have successfully met our disciplined selection process, added to a constantly monitored list of positions.
3) BMO Nesbitt Burns Advance And BluePrint Programs
For clients who prefer minimal contact and passive portfolio management we offer a suite of managed investment portfolios through BMO Nesbitt Burns Inc.
The Advance Program
The BluePrint Program
A Word of Thanks
We would like to thank all clients who have referred friends and colleagues to us recently. Our business practise continues to grow primarily through these referrals, and your faith in us is truly appreciated.
1Brendan Wood International Survey. Institutional Equity Research, Sales and Trading Performance in Canada, 2008 Report.
2The 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 that are accurate and complete. Information may be available to BMO Nesbitt Burns or its affiliates that is not reflected herein. 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. 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 Nesbitt Burns Inc. and BMO Nesbitt Burns Ltee/Ltd. ("BMO Nesbitt Burns") will buy from or sell to customers securities of issuers mentioned herein on a principal basis. BMO Nesbitt Burns, its affiliates, officers, directors or employees may have a long or short position in the securities discussed herein, related securities or in options, futures or other derivative instruments based thereon. BMO Nesbitt Burns or its affiliates may act as financial advisor and/or underwriter for the issuers mentioned herein and may receive remuneration for same. A significant lending relationship may exist between Bank of Montreal, or its affiliates, and certain of the issuers mentioned herein. BMO NBI is a wholly owned subsidiary of BMO Nesbitt Burns Corporation Limited which is a majority-owned subsidiary of Bank of Montreal. 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.
3All insurance products and advice are offered through BMO Nesbitt Burns Financial Services Inc. by licensed life insurance agents, and, in Quebec, by financial security advisors.
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.
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