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--- Thu, 18 Mar 2010 06:30 ET --- BMO Nesbitt Burns Canadian and U.S. Top Picks ---     CP,T  56.00  0.00      MFC,T  20.68  0.00      PWF,T  32.69  0.00      SU,T  32.12  0.00      TD,T  74.54  0.00      CAE,T  9.24  0.00      IAG,T  34.90  0.00      NA,T  62.60  0.00      THI,T  33.66  0.00      YLO.UN,T  6.00  0.00      RIM,T  75.24  0.00      COS.UN,T  29.15  0.00      ECA,T  32.70  0.00      HSE,T  27.70  0.00      NXY,T  24.09  0.00      TLM,T  18.28  0.00      ABX,T  40.58  0.00      GNA,T  8.10  0.00      S,T  8.91  0.00      TCK.B,T  41.97  0.00      AAPL,X  224.12  0.00      ADM,X  29.10  0.00      AMP,X  44.88  0.00      BA,X  69.38  0.00      CAT,X  60.22  0.00      CSCO,X  26.26  0.00      CVS,X  35.21  0.00      DIS,X  33.75  0.00      EL,X  63.93  0.00      GE,X  18.04  0.00      HAL,X  32.52  0.00      MAT,X  23.21  0.00      MCK,X  62.96  0.00      MOO,X  45.31  0.00      NDAQ,X  20.51  0.00      NOK,X  15.42  0.00      ORCL,X  25.47  0.00      PEP,X  66.57  0.00      UPS,X  62.88  0.00      WYE,X  0.00  0.00 
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Market Watch
Last Updated
March 18, 2010 06:30 ET
  Last Change
 TSX Comp  12,100.66  11.26
 S&P/TSX 60  709.96  -0.12
 DJIA  10,733.67  47.69
 S&P 500  1,166.21  6.75
 NASDAQ  2,389.09  0.00
 Nikkei 225  10,846.98  125.27
 TSX Vent  1,577.78  -0.75
 Hang Seng  21,384.49  361.56
 $CAD  99.0800  0.4500
 London Gold  1,121.75  -3.00
 WTI Oil Spot  82.93  1.23
Source: SunGard PowerData
 Meet Our Team
 Contact the team or view members' profile
 Greg Vos, B.A., LL.B
 Marion Youngberg
 Kenzy Ho
 Chris Canavan

 

 Need more information?

Complete this online form.

 

 

 Branch Location

885 West Georgia Street

Suite 1800

Vancouver, British Columbia

V6C 3E8
Our Philosophy
The key elements involved in the client - advisor relationship revolve around Trust, Integrity and Service. By making these the cornerstone of any relationship it provides us with a strong foundation to manage your investments and build a relationship spanning many years and multiple generations of your family.

Our Goal
Helping you to realize your dreams and aspirations by engaging in an open and honest conversation on your life and retirement goals.

Too often advisors start off by talking about the money and never get back to asking about your life. By engaging in an in depth conversation we gain a better understanding of one another and the ability to formulate a road map to achieve your dreams. We invest considerable time and energy getting to know our clients and families to better understand their hopes and dreams.

Your Financial Goals
As an individual you may be responsible for the financial well being of your family, your business, a trust, a foundation and last but not least yourself. Each one of these entities will undoubtedly have unique requirements that need to be understood in order to provide a customised solution to your long term objectives.

Your Financial Future Requires Planning We provide an integrated and holistic approach to wealth management on both the corporate and personal level. Along with Investment Management my business revolves around the Wealth management and Estate planning aspects of your investments either through the personal or corporate arena. I am a former attorney and have fairly extensive knowledge in this area, which I combine with, estate, legal, insurance and tax experts that form part of my team. In a number of cases we bring in external council both legal and accounting or work with your existing professional advisors if we are creating family trusts, estate freezes, holding companies, IPPs, RCAs, charitable donations etc.

This is a very specialized area and the team that I work with, both internally and externally are specialists in this field. What I always say to clients is that there are two ways that I can make you money, one being through smart investing and the other by saving you, your corporation, your family and your estate a large tax bill through proactive planning. I find that this is an area that is often neglected and one that can result in some substantial headaches down the road if neglected too long.

Our Clients
Our clients span a wide variety of ages, countries and professions, including entrepreneurs, business professionals, retirees and high net worth families and those that have worked execeptionally hard and saved diligently to provide for a decent retirement. The average account size ranges from $250,000 to $10 million.

One thing that our clients have in common is that they want long term management solutions and not quick fixes or cookie cutter solutions.

Investments
Its about you, the Client.
Every investor has different goals, income needs and different compfort levels with risk and it is for this reason that we customise financial portfolios for each individual client. Broadly speaking there are two types of investment accounts: Managed Accounts and Traditional Brokerage Accounts. With a managed account either an individual manager or management team is given the ability and responsibility to decide on when and which investments should be bought or sold. For this option we would utilise some of the leading investement managers to assist us with the management of your portfolio. The traditional brokerage account is more hands on, clients hire us to adivse and assist them with their investments and they are contacted each time an investment is bought or sold. We have the ability to provide clients with both options and in some cases may recommend a combination of both.

Trust, Integrity and Service
These elements are the cornerstone of our business philosophy. We like to pride ourselves on the strong and deep relationships that we have with our clients and the high level of service we provide through regular contact and portfolio reviews.

Getting to Know Us
Please take time to browse our website and get to know us a little better. My Commentary and Quarterly Newsletter is posted under the Commentary section which I urge you to read; lengthy though it sometimes is; it will give you a better idea of our current investment recommendations, our thoughts and deliberations on the market.

There are numerous publications and links that are updated constantly to give investors a wide variety of resources and information and if you would like a daily update of market conditions please contact me at greg.vos@nbpcd.com.

For the lastest version of my news letter Click Here

Sincerely,

Greg Vos, B.A., LL.B.
Vice President
Investment Advisor



 

1The comments included in this publication are not intended to be a definitive analysis of tax applicability or trust and estates law. The comments contained herein are general in nature and professional advice regarding an individual’s particular tax position should be obtained 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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