Specialties:
Managed Accounts, Investments Strategies, Business Strategies, Retirement Planning, Fiscal Planning, Estate Planning, Testamentary Trust, Managed Companies
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Our Philosophy
We closely work with each of our clients to put in place personalized investments strategies to maximize their returns and at the same time reduce the risks. Whether the client is conservative, wants fixed income, or wants growth from his investments, we will put in place the optimal investment strategy suited to his needs.
Sound Advice: We have the experience and the know how to provide sound advice, backed by the best research team in the business.
Monitoring and Reporting: We keep a very close eye on our client's portfolios. We issue a quarterly report to our clients - it reports on market performance as well as our investments and includes suggested strategies.
A unique mix of portfolio management and advisory services for individuals.
Conservative investment style.
Languages Spoken
English, French
What to Expect as a Client
We are Different
Our Holdings
Support Team
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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