bmonesbittburns.com | bmo.com
Personal Investing
Sign in
To enable all the features of this site, the scripting must be enabled in your browser.
--- Fri, 20 Nov 2009 18:55 EST --- BMO Nesbitt Burns Canadian Top Equity Picks ---     CP,T  52.77  0.44      MFC,T  18.96  0.01      PWF,T  27.58  0.13      SU,T  38.07  -0.18      TD,T  67.30  -0.51      CAE,T  8.43  -0.26      IAG,T  28.91  0.30      NA,T  62.61  0.59      THI,T  31.21  -0.32      YLO.UN,T  5.35  -0.01      RIM,T  63.66  0.95      COS.UN,T  29.55  -0.64      ECA,T  56.40  -0.27      HSE,T  28.15  -0.04      NXY,T  26.04  -0.57      TLM,T  18.58  0.02      ABX,T  47.00  -0.32      GNA,T  8.83  0.13      S,T  7.00  0.10      TCK.B,T  37.02  -0.06 
 Get a Quote
 Symbol
   Symbol Search
 Select an Exchange
   
Market Watch
Last Updated
November 20, 2009 18:55 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
 Meet Our Team
 Contact the team or view members' profile
 Karen A. Chalovich
 Teresa Smith
 Heather Gingell

 

 Need more information?

Complete this online form.

 

 

 Branch Location

17 King St East

Cobourg, Ontario

K9A 1K6
Karen Chalovich

As investment professionals, we help individuals and families to make the right decisions with their money for their unique financial and life goals. Financial matters are complex and we can provide help and resources. Our goal is to provide clear guidance on the many investment options available for clients to make meaningful choices. Together, investment solutions are confidently selected to help grow and preserve your wealth and income. Our clients are important and we are pleased to assist them to achieve their dreams.

SPECIALITIES:
Investment Management
RRSPs, RRIFs and Retirement Planning
Managed Accounts
Insurance and Estate Planning*
Charitable Donations

PRODUCTS AND SERVICES
MANAGED PRODUCTS
TESTIMONIALS


KAREN'S FOCUS is to provide clients with informed advice, with 25 years of experience as a professional Investment Advisor. She can help you analyze your situation taking into account your financial objectives, economic and market conditions. Her goal is to assist clients to invest in high quality investments to achieve and preserve their wealth. She helps individuals, corporations, and trusts who would benefit from the assistance of a professional advisor.

Karen believes in lifelong learning. In addition to her University degree, she undertakes numerous professional industry training courses to continue her expertise to plan and manage your money up to date with the newest strategies and legal compliance.

Community involvement is very important to Karen as she contributes in many ways through political, social, charitable, education, business, and women's organizations.

KAREN'S SERVICES includes: Investment Portfolios, Planning and Management, Retirement Planning, Retirement Savings Plans (RRSPs), Retirement Income Funds (RRIFs), Registered Education Savings Plans (RESPs), Fixed Income Securities, Stocks, Mutual Funds, Fee-Based Accounts, Portfolio Management, Insurance and Estate Planning through BMO Nesbitt Burns Financial*.

KAREN'S TEAM Karen's Sales & Marketing Assistant, Teresa Smith, with 15+ years financial services experience, assists Karen with handling client accounts and marketing.

Please contact us for more information.

EDUCATION:
BA, University of Western Ontario, London, Canada
Canadian Securities Course (CSC), Cdn Securities Institute
Registered Representative (C.P.H.), Cdn Securities Institute
Fellow of the Canadian Securities Institute (FCSI)
Canadian Investment Finance (CIF), Levels 1 & 2, Cdn Securities Institute
Canadian Options Course, Cdn Securities Institute
Life Insurance Licence, Levels 1 & 2
Partners/Directors/Officers (PDO), Cdn Securities Institute
Branch Managers Course, Cdn Securities Institute
Professional Financial Planning Course (PFP), Cdn Securities Institute
Certified Seniors Advisor (CSA)*, Society of Certified Senior Advisors


 

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.

2*Today, the word “retirement” has a much broader meaning than it once did. To provide Advisors with the knowledge and resources to meet the evolving needs of those approaching or in retirement, BMO Financial Group has provided access to the Addressing the Wealth Needs of an Aging Population: Certified Senior Advisor (CSA) course. This is a comprehensive program developed by the Canadian Academy of Senior Advisors that explores the broad range of health and socio-economic issues on the minds of Canadians entering this stage of their lives.

Having completed the CSA program, I have an enhanced understanding of the issues faced by pre-retirees and retirees as they approach and transition through the various phases of retirement. This educational program has given me the tools and expertise that will allow us to work together to identify practical options and solutions to help you achieve your retirement goals.

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.

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