I’m pleased to announce new enhancements to your Statement of account. Beginning in January, the improved design will make it easier for you to track your investments and find important information. Please refer to the insert included in your January statement entitled “A Guide to Your Statement of Accounts” for more details.
Education:
Bachelor of Administrative Studies, York University - Schulich School of Business, Toronto, Canada
We pledge to provide conservative and comprehensive investment advice that is unbiased, reliable and consistent.
Our Wealth Management Approach:
1. A disciplined process is one of the keys to financial security.
- To successfully achieve your unique investment goals, we will establish an individually designed plan and investment portfolio and maintain it in the face of changing market conditions or personal circumstances.
2. Developing investment portfolio solutions.
- We analyze your current portfolio’s asset mix, identifying any unnecessary investment risks. We will then recommend an optimized, long-term asset mix strategy that will help to maximize your potential for investment returns, while minimizing the level of unnecessary investment risk within your investment portfolio.
3. Monitor the process and update.
- On an ongoing basis your investment portfolio will be monitored to ensure they continue to be appropriate for your needs and continue to meet the stringent standards set by BMO Nesbitt Burns.
- As necessary, we will recommend that your portfolio be rebalanced to maintain the asset mix allocations selected for you so that your investment portfolio is always optimally allocated, for your stated level of investment risk.
Creating An Investment Plan:
Building a wall of protection around your lifestyle
- Affluent clients are equally, if not more, concerned with protecting their wealth as they are with growing it. This is where investment planning comes in. Investment planning can be as simple or as complex as you need it to be. It can involve investments, retirement planning, estate planning1, education planning, transition planning, insurance and taxation2.
- We will create a custom tailored investment plan that will help build a wall of protection around your lifestyle for you and the next generation using our sophisticated planning software.
- Your plan will be regularly revisited to ensure you are on track with meeting your goals and over time, as your life changes, make any necessary modifications.
It is our pleasure to serve as your trusted investment advisor. Feel free to contact us with any questions you may have.
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.
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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