The only program of its kind in Canada and exclusive to BMO Nesbitt Burns. The simplified way to build wealth.
BMO Nesbitt Burns is one of Canada's leading investment dealers. We are uniquely qualified to assist clients in realizing their investment success.
With over 20 years in the investment industry, Brad Aulthouse is experienced in developing personalized investment plans that take into account each client's goals, risk tolerance and investment time horizon. Based on analysis of the client's financial goals and current situation, an appropriate investment strategy is recommended.
Each client's portfolio is continually monitored to ensure their specific needs are met in both RSP and taxable accounts.
As a BMO Nesbitt Burns Investment Advisor, Brad offers timely, relevant, high quality investment advice. This is possible by taking advantage of BMO Nesbitt Burns top-ranked equity research and through our BMO Nesbitt Burns Managed Assets Group which provides access to world-class managers.
He has broad experience and a solid reputation in assisting individual, corporate and institutional clients.
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.
3Third party publications are not prepared or approved by BMO Nesbitt Burns Inc., and BMO Nesbitt Burns Ltee/Ltd. (“BMO Nesbitt Burns”) and therefore may not meet Canadian research disclosure requirements applicable to BMO Nesbitt Burns. The opinions, estimates and projections contained in the publication are those of the author as of the date indicated and are subject to change without notice. BMO Nesbitt Burns makes no representation or warranty, express or implied, in respect thereof, takes no responsibility for any errors or omissions which may be contained therein and accepts no liability whatsoever for any loss arising from any use of or reliance on the report or its contents. The provision of this publication is not to be construed as an offer to sell or a solicitation for or an offer to buy any securities. BMO Nesbitt Burns or its affiliates may buy from or sell to customers the securities of issuers mentioned in this publication on a principal basis. BMO Nesbitt Burns, its affiliates and/or their respective officers, directors or employees may from time to time acquire, hold or sell securities of issuers mentioned in the publication, related securities, or options, futures or other derivative instruments based thereon. BMO Nesbitt Burns may act as financial advisor and/or underwriter for certain of the issuers mentioned therein and may receive remuneration for same. BMO Nesbitt Burns is a wholly owned subsidiary of BMO Nesbitt Burns Corporation Limited, which is an indirect majority-owned subsidiary of Bank of Montreal. Bank of Montreal or its affiliates may have lending arrangements with, or provide other remunerated services to, the issuers mentioned herein. The reader should assume that BMO Nesbitt Burns or its affiliates may have a conflict of interest and should not rely solely on this publication in evaluating whether or not to buy or sell securities of issuers discussed herein.
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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