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Source: SunGard PowerData
Languages Spoken:
French, English, Russian, Bulgarian, Hungarian
Specialties:
Superior client service commitment and a proven investment approach, which will allow you to get the most out of your investments and achieve financial security and independence.
Although specific account minimum are not mandatory, real value added service is provided to clients with more than $250,000 in total investable assets.
Who we are?
We are a team of dedicated investment professionals, committed to understanding the needs and financial goals of our clients and using our expertise to help them achieve these goals. With over 50 years of combined investment experience and more than $200 million in assets under management, we have advised clients through both good and bad markets, and helped them stay disciplined and avoid acting on emotional urges.
Our partnership with BMO Nesbitt Burns offers you one of the best resources and solutions available to Canadian investors today.
Our Investment Philosophy!
Our investment philosophy consists of advising clients about managing portfolios with a long-term view. We also favour a balanced approach to investing, with the use of a broad range of financial instruments aligned with client’s objectives. This investment strategy helps reduce a portfolio’s volatility and clients' anxiety.
We begin by working closely with our clients to identify their goals and risk tolerance and to understand the nature of their existing asset base. This is usually done through a questionnaire and establishes a clearly defined written investment policy statement, which becomes the basis of the client’s ideal asset mix as well as our investment roadmap. We review our strategy on an on-going basis and evaluate potential adjustments in response to changes in economic conditions, market trends and client needs. This is a continuous process, which will provide you with confidence about your financial future and the piece of mind you deserve.
This is an ongoing consultative approach to developing a long-term relationship based on trust and integrity.
Additionally, our experience with stock and index options allows us to use options as a strategic tool to increase the income and decrease the volatility and the risk of your portfolio.
Have you ever asked yourself the following questions?(We have the answers)
1. Will I have enough to enjoy comfortable retirement?
We will prepare a financial plan for you.
2. Is my current Asset Mix appropriate for today’s economic environment?
We will look at the interest rates' and economy cycles and trends.
3. How well are my assets protected from unnecessary taxes?
We will look at all available tax saving possibilities for investors.
4. Do I get the necessary value added service for the price I pay for investment advice?
We will calculate your return to commission ratio and look at a fee-based possibility in order to increase it.
5. Does my Investment Advisor have an action plan for a sideways market?
We do and we will show you our action plan.
Most importantly we can show you some alternatives that have never been introduced to you before. And don’t forget; in investments even small improvements can make a very big difference in a couple of years.
1The 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.
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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