Languages Spoken:
English, French, Serbian, and Italian
WELCOME TO THE DORFMAN GROUP
Our Customized Approach Our speciality is providing our high net worth clients with a boutique service experience. We provide comprehensive solutions for affluent individuals, families and companies in the areas of portfolio management and financial planning. As members of one of Canada's leading full service investment firms, we are able to meet the needs of the most sophisticated investor. Each of our client's portfolio is uniquely structured and presented in a format that clearly outlines their objectives, goals, expectations and responsibilities. Our long-time clients appreciate our integrity, our ability to deal with their concerns, and the depth of our understanding of the various aspects of financial markets.
Our Commitment to our Clients We are committed to understanding you and your financial goals and to helping you achieve them. Our goal is to eliminate your worries about investing. The foundation of our relationship with you will be built on trust, mutual respect, and open communication. Our first step is to get to know you, your family and your financial goals. Only then can we begin to discuss how our philosophy of long term investing and comprehensive planning will help you achieve those goals.Our success is based on the financial success of our clients.
"We seek to give our clients access to a 'boutique experience' of having a top wealth management team assist them with their financial needs within the larger confines and resources of BMO Bank of Montreal / BMO Nesbitt Burns, members of BMO Financial Group."
Michael started his career in 1981 with a major financial institution in New York City working with international high net worth clients. In 1987, he returned to Canada and established his own small business before joining BMO Nesbitt Burns (then Burns Fry) in 1992. He was appointed Vice President in 1996, Senior Vice President in 1999, and was named Managing Director in 2001. Michael's industry designations include the standard Securities License and Branch Manager's designation. He is licensed to transact in options and has a Level II Insurance License. In 2003, he became a CFP™ licensee, and in 2004 was accredited as a Certified Investment Management Analyst (CIMA®), a highly regarded investment consultant designation through the Wharton School of Business. Michael completed his University degree at Brandeis University in Waltham, Massachusetts where he received his B.A. in Economics in 1981. He currently resides in Toronto with his wife and two children. Michael is responsible for strategic direction, portfolio strategy and asset allocation. In addition, Michael is dually employed by BMO Nesbitt Burns Securities Limited, the U.S. Broker-dealer subsidiary of BMO Nesbitt Burns Inc., which enables him to do business with U.S. residents of certain States.
Robert Marck Associate Investment Advisor Email: Robert.Marck@nbpcd.com Tel: 416-359-7703
In May 2009, Robert joined The Dorfman Group as Associate Investment Advisor. Robert began his career in the investment industry at CIBC in 2004 where he worked in numerous positions including personal banking and financial advisory . In 2007, he joined Scotia Capital as an Equity Research Associate covering financial companies and providing investment analysis and stock recommendations to institutional clients. His industry certificates include the Canadian Securities Course, Professional Financial Planning Course, and the Derivatives Fundamental Course. Robert is presently a Chartered Financial Analyst (CFA) Level II Candidate. Robert studied at The University of Windsor and earned his Honours Bachelor of Commerce with a focus on Accounting in 2004. He then went on to complete his MBA at Sir Wilfrid Laurier in 2008 with a concentration in Financial Management. He currently resides in Toronto with his girlfriend Pamela. Robert is responsible for investment and portfolio research together with financial planning and portfolio composition analysis.
Milica has worked with Michael since she joined Nesbitt Burns in 1996. Milica holds an Economics degree from the University of Belgrade. Since then, she has successfully completed the Canadian Securities Course, Conduct & Practices Handbook Course, Professional Financial Planning Course and Wealth Management Techniques Course. In her spare time, she enjoys gardening and travel and is an active member of the Parent's Council at the Humber Valley Village School, where her two children are enrolled. Milica provides senior service levels for our clients' complex problems such as taxation, fee-based portfolio restructuring, etc. She spearheads the data gathering and preparation of our financial plans, executes client orders and also handles portfolio advisory work involving fixed income and mutual fund securities.
Alison has worked with The Dorfman Group since 2006, after having worked for another senior wealth management practice at BMO Nesbitt Burns. Alison is our team's first point of contact, handling client calls and inquiries, documentation and account maintenance, team appointments and all other administrative duties. In her spare time she enjoys spending time with family and friends up in cottage country or working on various projects around her house.
PRODUCTS & SERVICES OVERVIEW
Product Selection. Expertise. Customer Service.
As a full service investment firm, BMO Nesbitt Burns offers a wide variety of services and products to meet the diverse needs of the investor.
We use a detailed investment questionnaire to prepare a comprehensive financial plan which analyzes the following areas: retirement planning, net worth statement, estate planning*, education needs for your children, and if necessary, a Transition Planner for employed individuals changing careers. This detailed assessment allows us to gain insight on your financial circumstances and risk tolerance which drives our investment strategy that is then customized to your needs.
Our Managed Programs offer you professional money management, adherence to sound risk management principles and stringent portfolio monitoring. To learn more about each managed program, click on the attached links.
THE ADVANCE PROGRAM® The Advance Program®is designed for investors with the desire to access some of the world’s top money managers, we are able to access the expertise of leading investment managers around the globe for our retail based clients.
THE ARCHITECT PROGRAM® The Architect Program®is a new kind of managed account solution – a unified managed account (UMA) that brings together the best of mutual fund investing (broad and accessible diversification) with the best of separately managed accounts (institutional money management, customized portfolios, and direct ownership of the underlying securities). All brought together in one coordinated portfolio, with all the rigorous oversight and due diligence from our internal and external teams.
THE QUADRANT PROGRAM® The Quadrant Program® is designed for clients who would like a portfolio approach to investing, including various asset classes, and many different money managers and investment styles.
THE BLUEPRINT PROGRAM® The BluePrint Program® offers the opportunity to participate in one or more of seven model portfolios, each actively managed based on the recommendations of the top-ranked BMO Nesbitt Burns Research team.
THE MERIDIAN PROGRAM® The Meridian Program® combines all the benefits of an ongoing non-discretionary relationship with your Investment Advisor with the power of the internet.
Through a customized process, these programs can provide you with the benefits of professional money management, adherence to sound risk management principles and stringent portfolio monitoring. With a Managed Asset Program, we work together to develop the strategic overall approach and then leave the day-to-day implementation of the strategy to expert portfolio managers.
THE MANAGED PORTFOLIO ACCOUNT PROGRAM® The Managed Portfolio Account Program® is a managed account program where the Investment Advisor acts as the portfolio manager. This program offers clients a highly customized investment strategy and professional management without having to devote their time to day-to-day decision making.
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