This article outlines five factors that point to more gains in the next 12 to 18 months.
Liz is committed to providing her clients with professional service, well-researched recommendations, and a sincere concern for their financial success.
The Benefits of a BMO Nesbitt Burns Account with Liz Knuude
My role as an Investment Advisor is to work with each client to understand their financial goals, to develop an appropriate investment plan and to help them to monitor the progress of their plan.
My recommendations take into account the importance of tax planning and estate planning to ensure that they take advantage of any available opportunities.
I start each morning listening to a conference call which keeps me abreast of the latest information on markets and international news effecting them. Our Nesbitt Burns analysts, who have been very highly rated for the last 25 years by the Brenden Wood Survey, share their opinions with regards to developments within individual companies or entire industry sectors. I then pass this information on to the clients who have a vested interest in those areas.
As a client you have the benefit of:
· timely information and advice regarding the investments that you hold.
· meetings as regularly as you wish to discuss any areas of your portfolio.
· access to a complete range of products and services to help ensure that your particular investment goals are achieved.
· the security of your assets through the Canadian Investor Protection Fund which provides more coverage than available through chartered banks.
· regular reporting of your account through a comprehensive statement which is easy to interpret- it arrives quarterly unless there is activity within the account within any given month which would trigger a monthly statement.
If you have any questions regarding your portfolio or would like to explore a new approach of investing, please call me at (613)-967-2250 or by e-mail atelizabeth.knuude@nbpcd.com
1Brendan Wood International Survey. Institutional Equity Research, Sales and Trading Performance in Canada, 2008 Report.
2The comments included in the publication are not intended to be a definitive analysis of tax law: The comments contained herein are general in nature and professional advice regarding an individual’s particular tax position should be attained in respect of any person’s specific circumstances.
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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