BMO Nesbitt Burns - Gabri Sylvester Lalonde Group

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.

--------------------------------------------------------------------------------------------------

Our Mission~

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
• Don’t 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 don’t have an answer to your question, we find it out for you

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.