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--- Sat, 7 Nov 2009 13:10 EST --- BMO Nesbitt Burns Canadian Top Equity Picks ---     CP,T  50.29  0.67      MFC,T  20.55  0.69      PWF,T  27.56  0.10      SU,T  35.40  0.03      TD,T  64.58  -0.22      CAE,T  8.80  0.16      IAG,T  29.18  -1.07      NA,T  58.55  -0.34      THI,T  30.65  0.35      YLO.UN,T  5.20  0.02      RIM,T  63.20  1.55      COS.UN,T  30.30  -0.44      ECA,T  61.12  -0.65      HSE,T  28.19  0.12      NXY,T  25.17  0.14      TLM,T  18.39  -0.05      ABX,T  44.83  1.35      GNA,T  8.40  -0.06      S,T  7.08  -0.01      TCK.B,T  33.19  -0.19 
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Market Watch
Last Updated
November 7, 2009 13:10 EST
  Last Change
 TSX Comp  11,250.42  69.72
 S&P/TSX 60  667.31  4.49
 DJIA  10,023.42  17.46
 S&P 500  1,069.30  2.67
 NASDAQ  2,112.44  7.12
 Nikkei 225  9,789.35  71.91
 TSX Vent  1,340.62  9.07
 Hang Seng  21,829.72  350.64
 $CAD  92.9900  -0.8300
 London Gold  1,096.75  7.75
 WTI Oil Spot  77.43  -2.19
Source: SunGard PowerData
 Meet Our Team
 Contact the team or view members' profile
 Mark Shimkovitz
 David Smith

 

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 Branch Location

2444 Yonge Street

2nd floor

Toronto, Ontario

M4P 2H4

"To me, being a trusted advisor takes more than having sound advice to offer. It takes the patience and commitment to listen and learn about what’s important to my clients and to help them achieve it. "

Mark

EDUCATION:

  • Honours Business Administration, University of Western Ontario

  • Professional Financial Planner Course, Cdn. Securities Institute

  • Canadian Securities Course, Cdn. Securities Institute
  • Level 1 & 2 Life Insurance License, Advocis

  • Options & Options Supervisor, Cdn. Securities Institute

    • ABOUT ME:

    Over the past fifteen years in my role as an investment advisor, I have had the pleasure of helping individual investors as well as corporate and institutional accounts to meet their investment and wealth management goals. Knowing that each client is unique, I always work hard to understand their goals and to provide the highest level of service and investment advice to meet their short and long-term objectives.

    My wife Robin and I have lived in Thornhill for the past 16 years. We have two boys and a girl, Daniel, Jesse and Cali. Although the kids keep us busy with hockey, snowboarding, plays and dance, I try to find time to work on my golf swing.

    I also believe that it is important to give back to the community. Over the years, I have been involved with numerous charitable organizations including Mount Sinai Hospital, Junior Achievement and Zareinu (a school for children with special needs).
    MY APPROACH:

    "A holistic approach towards wealth management"

    To me, true success in wealth managment means understanding all facets of someone's financial life. This means dealing with issues as diverse as caring for aging parents, taxes, business succession planning, insurance issues and of course, investment managment. In my experience, this can only be accomplished by implementing disciplined and proven wealth management strategies while also incorporating the expertise of other professionals. In fact, rarely a day goes by where I am not speaking with an accountant, lawyer or an insurance expert to address a situation for one of my clients. It is through this disciplined and conservative approach, that my clients are able to achieve the peace of mind we all seek.

    Below, are some important questions that I am frequently asked:

  • Will I be able to maintain my current lifestyle through retirement?

  • Is my portfolio being properly managed?

  • Am I taking more risk than I need to?

  • Will my family be well cared for if something should happen to me?

  • Am I doing all I can to minimize the taxes I currently pay?

  • How can I minimize tax on my estate to leave a greater legacy?

    If any of these questions trigger concens for you, then perhaps we should talk. Call or email us and we will be happy to offer an introductory, no cost, no obligation meeting to see if we can help.



     

    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.

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