- A unique mix of portfolio management & advisory services for high net worth individuals.
- Conservative investment style.
- More than $600 million in client assets.
- Minimum of $1 million per family of accounts.
Team Profile
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A Team with Experience
Track Record - Founded in 1968 by Derek Anderson, our team has consistently been one of BMO Nesbitt Burns' top performers. Tim Anderson and Catherine Laurin share Derek's investment philosophy and bring continuity to the team.
Investment Philosophy - Our approach is conservative. Our client's portfolios are structured to achieve long-term growth without undue risk.
Sound Advice - We have the experience and the know how to provide sound advice, backed by the best research team in the business. 1
Monitoring and Reporting - We keep a very close eye on our client's portfolios. We issue a quarterly report to our clients - it reports on market performance as well as our investments and includes suggested strategies. Languages Spoken
English, French, Spanish
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What you can expect as our client
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What differentiates our team
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Our Holdings
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DIRECT ACCESS TO THIS SITE AT:
http://www.anderson-laurin.com
1Brendan Wood International Survey. Institutional Equity Research, Sales and Trading Performance in Canada, 2008 Report.
2All 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.
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