Specialties:
Personal RRSP and Investment accounts
Corporate accounts-Linking Banking Services
Canadian and U.S Stocks, Fixed Income and Mutual Funds
Estate Planning and Insurance
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Private Client Portfolio Services
Our services will appeal to those individuals who expect "exceptional service". We devote a great deal of time and attention to meeting each client's needs.
Private investors face the challenging task and responsibility of protecting and building financial assets. Our objective is to provide established wealthy families and individuals with a comprehensive range of investment management services - to help them protect and increase their wealth.
We recognize that each customer has different, unique requirements and we strive to understand our customer's attitude toward risk in order to determine the balance between high quality blue chip securities and government bonds. Our portfolios are designed to be low maintenance and comfortable to hold during the inevitable market downturns.
Our unique high-end services cannot be purchased anywhere else. We run a highly competitive, service oriented operation appealing to those individuals who want exceptional service and "peace of mind with a no surprise portfolio".
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.