What we Offer ~ A Cup of Coffee and a Second Opinion~
When the markets turn as volatile and confusing as they have over the past year, even the most patient investors may come to question the wisdom of the investment plan that they've been following.
At BMO Nesbitt Burns, we've seen a lot of difficult markets come and go. And we can certainly empathize with people who find the current environment troublesome and disturbing. We'd like to help, if we can, and to that end, here's what we offer:
A cup of coffee, and a second opinion.
By appointment, you're welcome to come in and sit with us for a while. We'll ask you to outline your financial goals - what your investment portfolio is intended to do for you. Then we'll review the portfolio for and with you.
If we think your investments continue to be well-suited to your long-term goals - in spite of the current market turmoil - we'll gladly tell you so, and send you on your way. If, on the other hand, we think some of your investments no longer fit with your goals, we'll explain why, in plain English. And, if you like, we'll recommend some alternatives.
Either way, the coffee is on us.
We welcome you to contact us to arrange for an appointment.
To remain the pre-eminent provider of Financial Services in the greater Cornwall area by providing you and your family with the highest level of investment advice and service.
Our Core Investment Philosophies
Keep it Simple Focus on people, not on products A key determinant to successful investing is an appropriate mix of assets (Cash, Fixed Income and Equities) Have a plan and follow it Invest in quality securities Time in the market is more important than market timing Always invest with tax consequences in mind Dont use a short time frame to define success or failure, investing is a marathon, not a 100-yard dash Periods of difficulty, negativity and confusion usually represent excellent long-term buying opportunities
9 Compelling Reasons to Invest with our Team
1. We take a balanced approach to investing 2. Ease of contact 3. Fast and efficient follow-up 4. Regular communication and performance reporting 5. Expert knowledge of products and services 6. We strive to understand your total financial situation 7. BMO Nesbitt Burns Research has been ranked #1 in Canada for 26 consecutive years ** 8. We believe strongly in education and endeavour to continually upgrade our skills 9. If and when we dont have an answer to your question, we find it out for you
1The opinions, estimates and projections contained herein are those of the author as of the date hereof and are subject to change without notice and may not reflect those of BMO Nesbitt Burns Inc. (BMO NBI). Every effort has been made to ensure that the contents have been compiled or derived from sources believed to be reliable and contain information and opinions that are accurate and complete. Information may be available to BMO Nesbitt Burns or its affiliates that is not reflected herein. However, neither the author nor BMO NBI makes any representation or warranty, express or implied, in respect thereof, takes any responsibility for any errors or omissions which may be contained herein or accepts any liability whatsoever for any loss arising from any use of or reliance on this report or its contents. This report is not to be construed as an offer to sell or a solicitation for or an offer to buy any securities. BMO NBI, its affiliates and/or their respective officers, directors or employees may from time to time acquire, hold or sell securities mentioned herein as principal or agent. BMO Nesbitt Burns Inc. and BMO Nesbitt Burns Ltee/Ltd. ("BMO Nesbitt Burns") will buy from or sell to customers securities of issuers mentioned herein on a principal basis. BMO Nesbitt Burns, its affiliates, officers, directors or employees may have a long or short position in the securities discussed herein, related securities or in options, futures or other derivative instruments based thereon. BMO Nesbitt Burns or its affiliates may act as financial advisor and/or underwriter for the issuers mentioned herein and may receive remuneration for same. A significant lending relationship may exist between Bank of Montreal, or its affiliates, and certain of the issuers mentioned herein. BMO NBI is a wholly owned subsidiary of BMO Nesbitt Burns Corporation Limited which is a majority-owned subsidiary of Bank of Montreal. Any U.S. person wishing to effect transactions in any security discussed herein should do so through BMO Nesbitt Burns Corp. and/or BMO Nesbitt Burns Securities Ltd.
2Brendan Wood International Survey. Institutional Equity Research, Sales and Trading Performance in Canada, 2008 Report.
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.
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