Kieron joined BMO Nesbitt Burns in 1993. Prior to that, Kieron practiced law for a period of eleven years, including a stint at a law firm in Tokyo, Japan. Kieron's background in law, together with his experience at BMO Nesbitt Burns, allows him to offer a unique perspective to his clients. In addition to holding a law degree, Kieron is also a Fellow of the Canadian Securities Institute*, having completed the Canadian Securities Course, the Canadian Investment Management Course, and the Professional Financial Planning Course. In an effort to maximize the returns to his clients, Kieron will consult with his client's accountant and other professional advisors to coordinate the approach taken in the investment portfolio. Tax implications of any investment strategy will be considered prior to implementation. Kieron is active in the community. He currently sits as the independent trustee for the Saskatoon Police Pension Fund board and is on the Board of Governors for St. Thomas More College. Kieron and his wife and three children enjoy skiing, hiking and boating. In his spare time Kieron enjoys golf and old timers' hockey. kieron.kilduff@nbpcd.com
Elaine Pelletier, Administative Assistant Elaine joined BMO Nesbitt Burns in Dec. 2001, and has been in the investment industry since 1977. Elaine completed the Canadian Securities Course and Registered Representative Course in 1984. She has been married to George for over 30 years, has one son and four grandchildren. elaine.pelletier@nbpcd.com
Brenda Dolan, Client Service Assistant Brenda joined BMO Nesbitt Burns in May 2004. Prior to that she enjoyed a career with a top Canadian Bank for over 24 years. Brenda has completed the Professional Financial Planning Course and the Canadian Securities Course through the Canadian Securities Institute. She has been married to Doug for over 25 years, and has two sons. brenda.dolan@nbpcd.com
Chris Judd, Estate and Insurance Specialist Chris is our Estate and Insurance Specialist. Chris's knowledgeable approach to planning will ensure that your estate and insurance needs are well looked after. chris.judd@nbfin.com
*Representing individual integrity and unrivalled professionalism, the designation Fellow of the Canadian Securities Institute (FCSI)® is reserved for financial services professionals who have met the most exacting standards for industry experience, advanced education and solid endorsement from their peers and superiors.
The FCSI designation is awarded to industry professionals whose superior training and experience exemplify excellence. It is recognized as the highest honor in the financial services industry.
®Registered Trademark of Canadian Securities Institute.
Important Factors in Investment and Financial Planning
A Sound Investing Partnership
Many financial activities in life concern us all; adequate income for retirement, minimizing taxes, preservation and growth of capital. Our team of investment professionals will help you identify your financial objectives, while reflecting your unique requirements: income and security, tax considerations, your current portfolio, past investment experience, and your comfort with risk. In this increasingly complex marketplace there are many advantages to working with our team of investment professionals.
Investment Advice
We offer a traditional brokerage account with standard commissions; the BMO Nesbitt Burns Meridian™ account, whose all inclusive fee allows clients to see the benefits of working with our team along with the option of online trading; the BMO Nesbitt Burns Advance®, Quadrant® and Blueprint® programs, which offer you access to some of the top money managers in the US, Canada, and around the world.
Retirement Planning
Working with the BMO Nesbitt Burns sophisticated planning software, we are able to provide our clients with a customized, easy to understand road map to achieving their retirement income goals. While no one can predict the future, this program can help to make it clearer, allowing you to evaluate the impact of inflation and taxes on your retirement income, or how much money you will need to save to reach your retirement goals. Most importantly you will have information necessary today to allow you to chart your course to financial success.
Estate Planning*
Estate Planning is a basic component of any thorough financial plan. We work with our in house estate planning specialists to combine advanced expertise on estates, insurance, and tax-planning with our high quality investment advice. Together, this brings unmatched strategic capability to the estate planning process.
Beyond the main estate planning services, we can assist in a variety of related areas, including estate preservation, charitable giving, small-business succession and planning, cross-border (Canada-US) financial and estate planning, and maximization of retirement income.
Resources our partnership brings to you
As a full service investment firm, information and advice are value-added benefits of your investing partnership. With a top ranked** Research Department and a team of product specialists you are assured of high quality investment recommendations that are essential to the growth and security of your capital.
BMO Nesbitt Burns also employs a state of the art client information system. This enables us to quickly assess relevant details on your securities holdings, accurately measure the performance of your portfolio, and communicate effectively with you. Whether answering your question, analyzing your portfolio's return or providing you with a transaction history; all the information we need to give you, the personalized service you deserve is at our fingertips.
1All insurance products and advice are offered through BMO Nesbitt Burns Financial Services Inc. by licensed life insurance agents, and, in Quebec, by financial security advisors.
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.
** Mutual fund prices are as per previous day's close. Unlike stock prices they are not updated throughout the day.
Market Watch
Last Updated
November 21, 2009 00:25 EST
Last
Change
TSX Comp
11,579.33
-20.97
S&P/TSX 60
688.99
-1.59
DJIA
10,318.16
-14.28
S&P 500
1,091.38
-3.52
NASDAQ
2,146.04
-10.78
Nikkei 225
9,497.68
-51.79
TSX Vent
1,408.06
7.12
Hang Seng
22,455.84
-187.32
$CAD
93.4800
-0.5400
London Gold
1,140.00
4.50
WTI Oil Spot
76.72
-0.74
Source: SunGard PowerData
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