bmonesbittburns.com | bmo.com
Personal Investing
Sign in
To enable all the features of this site, the scripting must be enabled in your browser.
Commentary Update
 Meet Our Team
 Contact the team or view members' profile
 Bernie Starchuk, PM, FCSI
 Jessica Slater, FMA
 Jeffrey J Fray, B.Adm, CLU

 

 Need more information?

Complete this online form.

 

 

 Branch Location

2119 Lakeshore Rd.

Burlington, Ontario

L7R 1A4

Not just any Portfolio Manager
Your Portfolio Manager


Entering into a relationship with a personal Portfolio Manager takes you to the next level of investing. You have the peace of mind that comes from having a direct connection to the person managing your investments, yet you are not required to oversee each decision. These are handled by your Portfolio Manager, whom you’ve entrusted to manage your investments on a discretionary basis, leaving you more time to pursue your other goals and interests. It’s a win-win situation

True wealth is your ability to live the kind of life that you want, to reach the goals that you have set for yourself, your family and your business, and to create a legacy for the future that reflects your values.

We provide personalized financial solutions that take our clients through the various stages of wealth management: building, preserving and transferring of wealth. Through a disciplined and consultative process we work with our clients in assessing not only their assets and liabilities but also their goals for the future.


 

1The opinions, estimates and projections contained herein are those of the author as of the date hereof and are subject to change without notice and may not reflect those of BMO Nesbitt Burns Inc. (“BMO NBI”). Every effort has been made to ensure that the contents have been compiled or derived from sources believed to be reliable and contain information and opinions that are accurate and complete. Information may be available to BMO Nesbitt Burns or its affiliates that is not reflected herein. However, neither the author nor BMO NBI makes any representation or warranty, express or implied, in respect thereof, takes any responsibility for any errors or omissions which may be contained herein or accepts any liability whatsoever for any loss arising from any use of or reliance on this report or its contents. This report is not to be construed as an offer to sell or a solicitation for or an offer to buy any securities. BMO NBI, its affiliates and/or their respective officers, directors or employees may from time to time acquire, hold or sell securities mentioned herein as principal or agent. BMO Nesbitt Burns Inc. and BMO Nesbitt Burns Ltee/Ltd. ("BMO Nesbitt Burns") will buy from or sell to customers securities of issuers mentioned herein on a principal basis. BMO Nesbitt Burns, its affiliates, officers, directors or employees may have a long or short position in the securities discussed herein, related securities or in options, futures or other derivative instruments based thereon. BMO Nesbitt Burns or its affiliates may act as financial advisor and/or underwriter for the issuers mentioned herein and may receive remuneration for same. A significant lending relationship may exist between Bank of Montreal, or its affiliates, and certain of the issuers mentioned herein. BMO NBI is a wholly owned subsidiary of BMO Nesbitt Burns Corporation Limited which is a majority-owned subsidiary of Bank of Montreal. Any U.S. person wishing to effect transactions in any security discussed herein should do so through BMO Nesbitt Burns Corp. and/or BMO Nesbitt Burns Securities Ltd.


   I understand by accessing this website I agree to the following terms and conditions.                                                Printer-friendly
privacy | legal | security | member CIPF | member IIROC | disclaimers