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March 6, 2009 - Michael Herring's Portfolio Strategy Commentary.
The full publication is available on my information page
under Quarterly Publications.
Boris' open approach to communicate quality advice in clear terms ensures clients are comfortable and confident with their investments.
Boris has been advising conservative, high net worth clients since 1998 with BMO Nesbitt Burns inc. Boris works with a wide range of families, professsionals and corporations, offering a customized approach to managing investments. His clients benefit from conservative portfolio management guided by BMO Nesbitt Burns top-ranked research. Boris believes that extra effort should be devoted to ensuring that a high quality investment program reflects his clients' individual experiences, personal goals and risk tolerance.
"I specialize in recommending and administering investment accounts, retirement planning and tax savings strategies for estate purposes. For the business owner, I can extend my normal services to include individual pension plans."
"Proudly serving clients in
"Northumberland and Quinte"
I can be reached at...
BMO Bank of Montreal
62 King Street West
Cobourg, Ontario K9A 2L9
(905) 372-4551 or 1-866-290-2434
1Brendan Wood International Survey. Institutional Equity Research, Sales and Trading Performance in Canada, 2008 Report.
2The 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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