Languages Spoken:
English and French
Specialties:
Wealth Management with a Bottom-up Value approach using canadian and american equities, mutual funds, bonds and preferred shares. We have access to Insurance and Estate planning experts.
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Mission
Help our clients in attaining financial security because we believe that financial health, psychological health and physical health are each an integral part of a whole.
Investment Style
Equity portfolio
Bottom-up, value management style. Purchase of undervalued companies which in our opinion, have an intrinsic value that is above the market price and also pay a dividend.
Bond portfolio
Anticipation of the movements, in the interest rate curve and the yield spread between different credit ratings. We favour quality over risk.
Methodology
Process: Reading of annual reports and various analyses on everything related to finance, but also on topics that are outside the realm of the markets. Purchase of companies that trade below their estimated intrinsic value or that are shunned by investors.
Risk management: Buy a maximum of 5% of the value of the account in a same stock, with a maximum of 15% by sector. Sell is made when the market price exceeds the estimated intrinsic value of a particular security or a security has had an important appreciation of its market price (re-balancing).
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.
** Mutual fund prices are as per previous day's close. Unlike stock prices they are not updated throughout the day.
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