The Denhamer Team is a group of investment professionals with over 90 years of financial experience. We are driven to help our clients create, preserve and grow their wealth through a highly disciplined and structured approach.
We are focused on creating solutions for your wealth management needs, which include:
Investment Products
Banking Solutions
Multi-Generational Estate planning and trust services
Financial Planning with Naviplan(in-depth retirement analysis)
Discretionary Portfolio Management
Our Team
Even a successful team like ours cannot operate without a strong foundation. BMO Nesbitt Burns is one of Canada’s leading full-service investment firms, employing over 4,300 dedicated professionals who serve the investment needs of individuals, corporations, governments and institutional clients from an extensive network of Canadian and international offices.
At BMO Nesbitt Burns, we offer top ranked investment research. One of our roles in the Denhamer Team is to assess the vast amount of research and provide you with the relevant background information to make informed investment decisions. We are committed to bringing you security and peace of mind regarding your wealth management issues.
The Denhamer Team is composed of Peter Denhamer, Vice-president and Associate Portfolio Manager; Ray Allan, Senior Investment Advisor and Financial Planner; Sherry Richardson, Investment Advisor and Financial Planner; Robert Caracciolo, Investment Advisor and Peggy Lo, Administrative Assistant. We work closely with our clients and partners to create value in all of our wealth management and investment solutions.
Contact the Denhamer Team to arrange a no obligation initial consultation.
Business Specialties
Asset Mix Management Our team believes that a key determinant to successful investing is the mix of types of assets - cash, stock and bonds in our clients’ portfolios. By modifying the mix of assets according to recommendations from BMO Nesbitt Burns’ Research Department, investors have the opportunity to improve their portfolio returns while keeping risk at an acceptable level. Working closely with our clients, we will also recommend changes to a portfolio mix should personal circumstances change.
Investment Management For sizable investment portfolios, managed portfolio products may be the best way to realize the goals individuals or organizations would like to achieve. Working closely with our clients, we will formulate a customized investment strategy designed to move toward these goals without the worry of day-to-day portfolio management.
Retirement Planning If saving for retirement is a primary focus, a solid investment plan can make the difference between a comfortable retirement and one that is inadequately financed. Drawing on BMO Nesbitt Burns’ extensive in-house resources, we can help our clients establish the program that achieves the most from a Registered Retirement Savings Plan or Registered Retirement Income Fund.
Working with the BMO Nesbitt Burns sophisticated planning software program, we are able to provide clients with a customized easy to understand road map in which to achieve their retirement income goals. While no one can predict the future, this program can help make it clearer, allowing you to evaluate the impact of inflation and taxes on your retirement income, the impact of losing the government pension plans, or how much money you will need to save to reach your goal. Most importantly, you will have the information necessary today to allow you to chart your course to financial success.
Direct Access to the site at: www.denhamerteam.com
1Brendan Wood International Survey. Institutional Equity Research, Sales and Trading Performance in Canada, 2008 Report.
2The opinions, estimates and projections contained herein are those of the author as of the date hereof and are subject to change without notice and may not reflect those of BMO Nesbitt Burns Inc. (“BMO NBI”). Every effort has been made to ensure that the contents have been compiled or derived from sources believed to be reliable and contain information and opinions that are accurate and complete. Information may be available to BMO Nesbitt Burns or its affiliates that is not reflected herein. However, neither the author nor BMO NBI makes any representation or warranty, express or implied, in respect thereof, takes any responsibility for any errors or omissions which may be contained herein or accepts any liability whatsoever for any loss arising from any use of or reliance on this report or its contents. This report is not to be construed as an offer to sell or a solicitation for or an offer to buy any securities. BMO NBI, its affiliates and/or their respective officers, directors or employees may from time to time acquire, hold or sell securities mentioned herein as principal or agent. BMO Nesbitt Burns Inc. and BMO Nesbitt Burns Ltee/Ltd. ("BMO Nesbitt Burns") will buy from or sell to customers securities of issuers mentioned herein on a principal basis. BMO Nesbitt Burns, its affiliates, officers, directors or employees may have a long or short position in the securities discussed herein, related securities or in options, futures or other derivative instruments based thereon. BMO Nesbitt Burns or its affiliates may act as financial advisor and/or underwriter for the issuers mentioned herein and may receive remuneration for same. A significant lending relationship may exist between Bank of Montreal, or its affiliates, and certain of the issuers mentioned herein. BMO NBI is a wholly owned subsidiary of BMO Nesbitt Burns Corporation Limited which is a majority-owned subsidiary of Bank of Montreal. Any U.S. person wishing to effect transactions in any security discussed herein should do so through BMO Nesbitt Burns Corp. and/or BMO Nesbitt Burns Securities Ltd.
3All 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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