Partnership: A full-service relationship to meet your investment needs
Bruce is the consummate financial services professional and has devoted his entire career to helping people with various aspects of their financial affairs. He brings a wealth of experience to any client relationship. He completed his formal education at the University of Saskatchewan with Bachelors degrees in Science (Chemistry) and Commerce (Finance) with distinction.
Prior to joining the team at BMO Nesbitt Burns, he had numerous roles with a major Canadian bank, including Account Manager, Agriculture, and Manager, Personal Banking. Most recently, Bruce was a Personal Financial Advisor helping clients meet their financial objectives through solid investment management and prudent financial planning.
Over his career, Bruce has shown that he believes that to serve his clients properly, he must be continually improving his skills and knowledge. He has taken numerous courses and as a result holds several professional designations. He has been awarded the Chartered Financial Analyst designation by the CFA Institute, which is considered to be the premier designation in the investment industry. He has also been awarded the Certified Financial Planner (CFP) designation by the Financial Planning Standards Council of Canada, which is considered the standard for professionals holding themselves out as financial planning experts. Bruce is one of a very small number of people in Canada with both designations, and therefore he offers clients a unique ability to provide excellent advice in both the creation of their investment plan, and in the execution of it.
Important Factors in Investment and Financial Planning
A Sound Investing Partnership
Many financial activities in life concern us all; adequate income for retirement, minimizing taxes, preservation and growth of capital. Bruce will help you identify your financial objectives, while reflecting your unique requirements: income and security, tax considerations, your current portfolio, past investment experience, and your comfort with risk. In this increasingly complex marketplace there are many advantages to working with an experienced financial professional.
Investment Advice
In addition to the traditional brokerage account with standard commissions; Bruce also offers the BMO Nesbitt Burns Meridian™ account, whose all inclusive fee allows clients to see the benefits of working with Bruce along with the option of online trading; and the BMO Nesbitt Burns Advance®, Quadrant® and Blueprint® programs, which offer you access to some of the top money managers in the US, Canada, and around the world.
Financial Planning
Wealth management is a family affair. It is about accumulating, managing and preserving wealth so that you can achieve your family’s personal and financial goals.
Why is financial planning so important? It enables you to clarify your goals so that you can focus all of your resources on achieving your objectives.
To attain your family’s goals, you need to know where you are today, where you want to go, how you are going to get there and what you are prepared to do to make sure you reach them. Many financial planning decisions will have a major impact on you as well as your family members. For example:
Will you be able to fund your children’s university education?
If you become disabled, will you and your family have enough income to manage until you are well again?
If you were to die, would your family be financially secure?
Working with the BMO Nesbitt Burns sophisticated planning software, Bruce is able to provide his clients with a customized, easy to understand road map to achieving their financial goals. While no one can predict the future, this program can help to make it clearer, allowing you to evaluate the impact of inflation and taxes on your retirement income, or how much money you will need to save to ensure your children get the education you want for them. Most importantly you will have information necessary today to allow you to chart your course to financial success.
Estate Planning*
Estate Planning is a basic component of any thorough financial plan. Bruce works with Chris Judd, the in-house Estate and Insurance Advisor, to combine advanced expertise on estates, insurance, and tax-planning with high quality investment advice. Together, this brings unmatched strategic capability to the estate planning process.
Beyond the main estate planning services, Bruce and Chris Judd, our Estate and Insurance Advisor can assist in a variety of related areas, including estate preservation, charitable giving, small-business succession and planning, and maximization of retirement income.
Resources a partnership with Bruce Haggard and BMO Nesbitt Burns will bring to you
As a full service investment firm, information and advice are value-added benefits of your investing partnership. With a top ranked** Research Department and a team of product specialists you are assured of high quality investment recommendations that are essential to the growth and security of your capital.
BMO Nesbitt Burns also employs a state of the art client information system. This enables Bruce to quickly access relevant details on your securities holdings, accurately measure the performance of your portfolio, and communicate effectively with you. Whether answering your question, analyzing your portfolio's return or providing you with a transaction history; all the information Bruce needs to give you, the personalized service you deserve is at his fingertips.
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.
2Brendan Wood International Survey. Institutional Equity Research, Sales and Trading Performance in Canada, 2008 Report.
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.
Market Watch
Last Updated
November 21, 2009 03:11 EST
Last
Change
TSX Comp
11,579.33
-20.97
S&P/TSX 60
688.99
-1.59
DJIA
10,318.16
-14.28
S&P 500
1,091.38
-3.52
NASDAQ
2,146.04
-10.78
Nikkei 225
9,497.68
-51.79
TSX Vent
1,408.06
7.12
Hang Seng
22,455.84
-187.32
$CAD
93.4800
-0.5400
London Gold
1,140.00
4.50
WTI Oil Spot
76.72
-0.74
Source: SunGard PowerData
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