BMO Nesbitt Burns - Team Wood - Glenn Wood, Kathy Wood, and Kim Guhbin

Specialties:
"Eat Where You Cook" Investment Philosophy
Tax-Smart Investing and Financial Planning

Our Approach

We firmly believe that our clients' interests are best served by following our own “Eat Where You Cook” approach, utilizing the power of compound growth through equities and tax-smart investing.

Our "Eat Where You Cook” Investment Philosophy demonstrates that we are not just salespeople. We personally own the investments outlined on our Recommended List and illustrate this fact by showing you one of our very own family investment accounts.

As full-service Investment Advisors, we promise to focus on maximizing your resources through simple, yet effective methods of investment management, reducing or deferring income tax on investments, income splitting, and asset allocation strategies designed to minimize risk so you can sleep at night. We want to work with you in a team approach with your tax and legal advisors to focus on a financial plan that is in your best interest -- and not what may earn us the largest commission.

With over 50 years of combined investment experience and assisting hundreds of families over the years with a wide range of personal financial issues, we bring a unique knowledge and skill set to each client relationship.

Our Business and Ideal Client

Over $110 million in assets under administration

Fee-Based Accounts for family portfolios in excess of $200,000 utilizing the BMO Nesbitt Burns Meridian Program®

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Through BMO Nesbitt Burns, a member of the BMO Financial Group, we are able to offer one of the most comprehensive selections of investment products and solutions in Canada, backed by the country's top investment research and access to two research firms who collectively cover over 5,000 companies in the United States and around the world.

We are the ideal advisor for those families looking to...

delegate and consolidate their financial assets and planning responsibility to a full service investment advisor,

work within an advisory relationship,

utilize our "Eat Where You Cook” Investment Philosophy, and,

pay compensation based upon a comprehensive annual fee related to assets under management.

We have a "never say no" open door policy when it comes to taking on family members of existing clients -- no matter what the account size.

Product Solutions and Services

Customized Investment Management and Selection

Personalized Portfolio and Performance Reports in addition to Comprehensive Account Statements

Online Access to Account Information and Analyst Research on mutual funds, Canadian and U.S. equities through our BMO Nesbitt Burns Gateway Service

Investment and Registered Accounts (RRSP, RRIF, Locked-in Retirements Accounts, Tax Free Savings Accounts, RESP)

Equity-based Products including Common Stocks, Income Trusts, Exchange-Traded Fund (ETFs), and Mutual Funds from over 100 different fund families

Fixed Income Products including Preferred Shares, Guaranteed Investment Certificates (GICs), Canadian and Foreign Government Bonds, and Corporate Bonds

Daily, Weekly, and Monthly Direct Deposit Service

Pre-Authorized Deposit and Systematic Withdrawal Service

Online Banking Payments to your BMO Nesbitt Burns accounts

BMO Nesbitt Burns Prime Access Account® can seamlessly integrate your investments and banking into one BMO Nesbitt Burns Account.

BMO Nesbitt Burns Equity Accumulator Program® allows for automatic dividend reinvestment for nearly 40 eligible Canadian companies.

¹Commissions, trailing commissions management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

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.