Eva Rubinstein has over 20 years of investment experience; this level of knowledge is very important when it comes to providing guidance and advice. In many ways, managing money is counterintuitive to human nature, so we work hard to overcome the psychological part of the investment process and focus on the fundamentals and long term rewards of patience and discipline. Our process combines patience, discipline, consistency and good old-fashioned hard work to protect and grow your wealth.
Aligning yourself with the right advisory team is paramount to growing and protecting your family's wealth. Let's face it; the selection process is not easy and there are a lot of choices. Still, if you focus on the key qualities of a highly skilled advisor, namely knowledge, professional training, experience and a depth of resources, you can easily short-list the people and organization you should be dealing with. After all, this is a long term relationship, you need to enjoy and trust the people you work with, yet still demand the best and the brightest.
OUR CORE BELIEFS
Building value through Teamwork: We believe that you deserve to work with a top team of investment professionals where each team member plays a key role in the wealth management process.
Continuing Education: Achieving excellence as a Wealth Advisor is a continuous journey. Each of our team members dedicates 40 hours per year to continuous education.
Value Discipline: Over the long-term, the fundamentals do not change and should never be compromised.
Suitable Diversification: One of the most important components of risk management is diversification. We work to maintain the optimal balance between diversification and portfolio concentration in an effort to maximize risk-adjusted returns.
The Importance of Planning: We believe you have a much greater chance of achieving your goals if you take the time to write them down and develop an action plan.
Partnering with the World's Top Money Managers: The BMO Nesbitt Burns Private Client group works along side Mercer Investment Consulting to provide our client's with access to the world's best money managers.
Patience: We believe in patience, discipline and consistency. Our ability to overcome our emotions and focus on the facts is the key to our clients' success.
Technology: We invest in the latest technology to help provide superior client service.
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.
Market Watch
Last Updated
August 1, 2010 00:20 ET
Last
Change
TSX Comp
11,713.43
-15.21
S&P/TSX 60
685.03
-1.17
DJIA
10,465.94
-1.22
S&P 500
1,101.60
0.07
NASDAQ
2,254.70
3.01
Nikkei 225
9,537.30
-158.72
TSX Vent
1,427.36
5.08
Hang Seng
21,029.81
-64.01
$CAD
97.1200
0.5900
London Gold
1,169.00
6.50
WTI Oil Spot
78.95
0.59
Source: SunGard PowerData
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