Our Investment Philosophy

We believe in building investment portfolios based on a solid Financial Planning Platform. This allows both our client and us to be able to measure our progress and address any changes that are required as soon as possible. Using our stock selection experience Investment accounts are focused on individual companies and Bonds. Mutual Funds are also used to gain access to foreign markets or other managers’ expertise.

We believe in employing the attitude that we are investing in individual businesses, not pieces of paper. This simple approach will often take much of the emotion out of the day to day swings inherent in public market investing.

Clients receive up-to-date, accurate reporting of account values, performance and how they are doing against their own personal benchmarks. Regular reviews are an integral part of all successful investment plans.


Keeping You Informed

In addition to providing portfolio information, we strive to keep all investors informed about the investments they own.

The section of this Website that carries the Articles of Interest
heading is where you can find third party information about some of our key investments and commentary on the markets that we find pertinent.


 

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.