BMO Nesbitt Burns - David Kean

What Sets Us Apart:

We offer a clear and concise view of the ever changing equity market environment and make decisions with our clients based on a well established asset mix framework as market conditions warrant.

Our twenty one years of investment management experience has taught us that a passive investment strategy based on the theory of what has worked in the past will always work in the future, is not a proven approach.

Customized Portfolio Solutions:

Whether you are conservative equity investor or one who seeks growth with an established, well defined risk profile, our portfolio creation process is unique within the industry.

1)Access To BMO Nesbitt Burns :Top Ranked Research *1

We use both in-house and third party fundamental reseach and technical analysis to uncover the best stocks in specific sectors of focus. We also study established seasonal trends in the equity markets and employ market timing strategies which enhance returns to even the most conservative stock portfolios.

2) Actively Managed Portfolios

We are not afraid to take profits: many investment managers advocate holding positions for years, even decades, but our strategy of active portfolio management will see overvalued stocks sold and undervalued names which have successfully met our disciplined selection process, added to a constantly monitored list of positions.

3) BMO Nesbitt Burns Advance And BluePrint Programs

For clients who prefer minimal contact and passive portfolio management we offer a suite of managed investment portfolios through BMO Nesbitt Burns Inc.
The Advance Program
The BluePrint Program

A Word of Thanks
We would like to thank all clients who have referred friends and colleagues to us recently. Our business practise continues to grow primarily through these referrals, and your faith in us is truly appreciated.

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.

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.