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--- Fri, 19 Mar 2010 20:56 ET --- BMO Nesbitt Burns Canadian and U.S. Top Picks ---     CP,T  55.10  -0.58      MFC,T  20.14  -0.29      PWF,T  32.41  -0.54      SU,T  31.28  -0.85      TD,T  74.70  0.52      CAE,T  9.51  0.12      IAG,T  34.20  -0.75      NA,T  63.12  0.28      THI,T  33.13  -0.37      YLO.UN,T  6.10  0.07      RIM,T  74.03  -1.47      COS.UN,T  29.11  -0.24      ECA,T  31.37  -0.75      HSE,T  27.88  0.23      NXY,T  24.41  0.47      TLM,T  17.48  -0.52      ABX,T  40.14  -0.18      GNA,T  7.79  -0.18      S,T  8.70  -0.08      TCK.B,T  40.05  -1.21      AAPL,X  222.25  -2.40      ADM,X  29.09  -0.15      AMP,X  44.18  -0.64      BA,X  70.72  -0.15      CAT,X  59.37  -0.40      CSCO,X  26.15  -0.19      CVS,X  34.55  -0.54      DIS,X  33.64  -0.14      EL,X  63.13  -0.67      GE,X  18.07  -0.12      HAL,X  30.50  -1.08      MAT,X  23.19  0.05      MCK,X  64.07  0.76      MOO,X  44.45  -0.47      NDAQ,X  21.03  0.30      NOK,X  15.07  -0.21      ORCL,X  25.19  -0.19      PEP,X  66.56  0.04      UPS,X  64.33  -0.09      WYE,X  0.00  0.00 
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Donna M. Shortt, FMA FCSI CH.P.

Wealth Advisor

 

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Complete this online form.

 

 

 Contact Information

Address

41 Hurontario St.

Collingwood, Ontario

L9Y 2L7

Phone

(705) 446-1776

Toll-Free

(888) 824-5883

Fax

(705) 446-0935

E-mail

Donna Shortt

Lu-anne Breedon

 
Specialties:
Retirement Planning, Estate Planning, Investment Strategy, Business Succession
Our Team:

We are The Shortt Wealth Advisory Team, acknowledged experts in investing and wealth solutions. We have undergone specialized training to understand the key issues and solutions required to build, preserve, and transfer wealth.

Our Services:

We are committed to assisting clients in achieving their retirement and investment objectives by having a thorough understanding of their needs. Our process with clients involves identifying and defining their goals, developing alternative strategies, and implementing long-term solutions.


Our Philosophy:

We believe that a financial plan inclusive of investments, estate matters, wills, powers of attorney, and retirement planning require regular follow-up, reviews, and updates as life is ever changing. We want clients to have a customized, easy to understand road map to achieve their retirement income goals and family estate plan.
 

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.

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