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--- Thu, 18 Mar 2010 06:19 ET --- BMO Nesbitt Burns Canadian and U.S. Top Picks ---     CP,T  56.00  0.00      MFC,T  20.68  0.00      PWF,T  32.69  0.00      SU,T  32.12  0.00      TD,T  74.54  0.00      CAE,T  9.24  0.00      IAG,T  34.90  0.00      NA,T  62.60  0.00      THI,T  33.66  0.00      YLO.UN,T  6.00  0.00      RIM,T  75.24  0.00      COS.UN,T  29.15  0.00      ECA,T  32.70  0.00      HSE,T  27.70  0.00      NXY,T  24.09  0.00      TLM,T  18.28  0.00      ABX,T  40.58  0.00      GNA,T  8.10  0.00      S,T  8.91  0.00      TCK.B,T  41.97  0.00      AAPL,X  224.12  0.00      ADM,X  29.10  0.00      AMP,X  44.88  0.00      BA,X  69.38  0.00      CAT,X  60.22  0.00      CSCO,X  26.26  0.00      CVS,X  35.21  0.00      DIS,X  33.75  0.00      EL,X  63.93  0.00      GE,X  18.04  0.00      HAL,X  32.52  0.00      MAT,X  23.21  0.00      MCK,X  62.96  0.00      MOO,X  45.31  0.00      NDAQ,X  20.51  0.00      NOK,X  15.42  0.00      ORCL,X  25.47  0.00      PEP,X  66.57  0.00      UPS,X  62.88  0.00      WYE,X  0.00  0.00 
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Market Watch
Last Updated
March 18, 2010 06:15 ET
  Last Change
 TSX Comp  12,100.66  11.26
 S&P/TSX 60  709.96  -0.12
 DJIA  10,733.67  47.69
 S&P 500  1,166.21  6.75
 NASDAQ  2,389.09  0.00
 Nikkei 225  10,846.98  125.27
 TSX Vent  1,577.78  -0.75
 Hang Seng  21,384.49  361.56
 $CAD  99.0800  0.4500
 London Gold  1,121.75  -3.00
 WTI Oil Spot  82.93  1.23
Source: SunGard PowerData

MacLean Carr  Wealth Advisor Group

 

 Need more information?

Complete this online form.

 

 

 Contact Information

Address

137 Queen Street

Suite 300

Charlottetown, Prince Edward Island

C1A 4B3

Phone

(902) 629-2027

(902) 629-2038

Toll-Free

1800 361-3616

Fax

(902) 628-6278

E-mail

Andrew Maclean

Graeme Carr

 
Our Mission

We believe financial success takes planning. By partnering with us, we work together to design and implement a financial plan that helps you meet your current investment needs and your long-term retirement goals.


The Wealth Advisor Team
Our Process
Investment Solutions




Your MacLean Carr Wealth Advisor Team

Andrew D. MacLean, BBA
Wealth Advisor & Financial Planner
Tel.: (902) 629-2027

Graeme M. Carr, BBA
Wealth Advisor & Financial Planner
Tel.: (902) 629-2038

Sue Kelly
Administrative Assistant
Tel.: (902) 629-2030

Ron Russell
Estate & Insurance Advisor
Tel.: (902) 629-2031


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Our Process

The foundation of our Partnership with you is its flexibility to meet and exceed your ever changing needs.

To begin our partnership, we take you through an in-depth Financial Planning and Wealth Advice process. We listen, and take the time to learn about you during our meeting discussions. We discuss your family, your life goals, your interests, and finally your current retirement and investment strategy.

After the interview, we take all the information and perform a detailed analysis using our sophisticated planning software to determine what must be addressed today to make sure you reach your important goals. In many situations, we consult with your accountant or lawyer to make sure everything fits into your total financial plan.

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Investment Solutions

Once we complete the planning process, we design your portfolio to meet those specific needs and goals. Some of the different investment solutions and strategies available to meet your particular needs are:

  • BMO Nesbitt Burns Architect Program®


  • BMO Nesbitt Burns Quadrant Program®


  • BMO Nesbitt Burns Advance Program®


  • BMO Nesbitt Burns BluePrint Program®™


  • BMO Nesbitt Burns Meridian Program®™

  • Traditional Commission Based Brokerage in
    Equities, Fixed Income, Mutual Funds, and Segregated Funds

  • Cash Management using our Prime Access Account®
    and BMO Nesbitt Burns Access Service®

    • Then we complement your investment strategy, by consulting with our in-house Estate & Insurance Advisors from BMO Nesbitt Burns Financial Services Inc. for asset preservation, and Estate Planning strategies. Because making estate decisions today can and will affect your loved ones tomorrow…

    On top of all this, you have the added convenience of 24 hour online account access through our BMO Nesbitt Burns GATEWAY® .

    So as you can see, choice, variety, flexibility, and access are the cornerstones of our relationship.



    If you would like to e-mail
    our Team for more information click here.

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    1All 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.

    ** Mutual fund prices are as per previous day's close. Unlike stock prices they are not updated throughout the day.

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