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--- Thu, 2 Sep 2010 13:13 ET --- BMO Nesbitt Burns Canadian and U.S. Top Picks ---     CP,T  64.45  0.22      MFC,T  12.82  0.29      PWF,T  28.95  -0.10      SU,T  33.89  0.16      TD,T  72.53  0.41      CAE,T  10.17  -0.04      IAG,T  30.92  0.37      NA,T  62.83  0.55      THI,T  38.15  0.41      RIM,T  46.66  0.18      COS.UN,T  25.83  0.12      ECA,T  29.67  0.06      HSE,T  25.26  0.12      NXY,T  20.55  0.19      TLM,T  17.29  0.16      ABX,T  47.72  0.02      GNA,T  0.00  0.00      S,T  7.40  0.15      TCK.B,T  38.54  0.90      AAPL,X  250.12  -0.21      ADM,X  31.32  -0.03      AMP,X  45.73  -0.02      BA,X  62.91  0.62      CAT,X  68.12  -0.04      CSCO,X  20.44  0.18      CVS,X  28.21  0.23      DIS,X  33.58  0.07      EL,X  58.03  -0.05      GE,X  14.99  -0.02      HAL,X  30.08  0.35      MAT,X  21.54  0.33      MCK,X  59.00  0.21      MOO,X  44.71  0.14      NDAQ,X  18.64  0.15      NOK,X  8.97  0.07      ORCL,X  22.52  -0.10      PEP,X  64.62  -0.27      UPS,X  67.08  0.89      WYE,X  0.00  0.00 

Angela J. Galer-Grist, CFP, FMA, BA

Investment Advisor

Certified Financial Planner

 

 Need more information?

Complete this online form.

 

 

 Contact Information

Address

1 First Canadian Place
P.O. Box 150, 48th Floor

Toronto, Ontario

M5X 1H3

Phone

(416) 359-7099

Toll-Free

1888 766-2668

Fax

(416) 359-7315

E-mail

Angela Galergrist

 
Education:
Commerce Degree, University of Toronto, Toronto, Canada
Certified Financial Planner (CFP)
Certified Senior Advisor (CSA)
Financial Management Advisor (FMA)

Languages Spoken:
English

Specialties:
Comprehensive Wealth Management including Customized Investment Portfolios, Insurance and Risk Management, Estate Planning


Top 10 Reasons Clients Choose Angela


1. A Holistic Approach - I specialize in structuring well diversified Investment Portfolios, while working with your accountant and lawyer to ensure all tax strategies and estate planning opportunities are considered and implemented.

2. Results - Our Canadian equity research team has been ranked #1 for 28 consecutive years.

3. Custom solutions - Each of my clients are unique and deserve personal attention to their financial situation. I have access to a complete range of products including customized professionally managed portfolios, stocks, bonds, exchange traded funds and mutual funds.

4. Excellent service - Phone calls and emails are returned promptly and my clients are contacted on a regular basis.

5. Manager selection - At BMO Nesbitt Burns, we have relationships with the top portfolio managers in the world. We have an additional outside consulting firm, SEI, to ensure these managers maintain top performance within their specific mandate.

6. Flexible location - I work in Toronto to ensure close access to all expert resources. I have direct access to our research analysts, managed assets group, traders, new products and solutions coming to market so that I am able to deliver market leading information, ideas and solutions for my clients. I live in Oakville and have the ability to work anywhere in the GTA.

7. Entrepreneurial expertise - First hand experience with small business owners and their many unique challenges since I am married to one!

8. Financial planning - First hand experience with prioritizing personal finances by reducing debt, saving for retirement, saving for children’s education all at the same time!

9. Competitive fees - Managed account fees for amounts greater than $50,000 are not only competitive but may also be tax deductible.

10. Values and philosophy - I believe in giving back to my community and am actively involved with charities including the United Way of Oakville and the Salvation Army.

Click here to learn more about Angela
 

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