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--- Fri, 12 Mar 2010 20:32 EST ---     AL,T  0.00  0.00      BCE,T  30.83  0.26      CFP,T  8.75  0.03      CNQ,T  74.73  -0.42      CNR,T  58.39  0.39      FL,T  0.00  0.00      MFC,T  20.40  -0.11      PCA,T  0.00  0.00      PD,T  0.00  0.00      TD,T  72.30  0.90 
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Market Watch
Last Updated
March 12, 2010 20:31 EST
  Last Change
 TSX Comp  12,013.82  34.12
 S&P/TSX 60  705.17  2.67
 DJIA  10,624.69  12.85
 S&P 500  1,149.99  -0.25
 NASDAQ  2,367.66  -0.80
 Nikkei 225  10,751.26  86.31
 TSX Vent  1,568.29  7.35
 Hang Seng  21,209.74  -18.46
 $CAD  98.1100  0.4500
 London Gold  1,106.25  2.25
 WTI Oil Spot  81.24  -0.87
Source: SunGard PowerData

 Meet Our Team
 Contact the team or view members' profile
 Peter Denhamer, CIM, FCSI
 Robert Caracciolo, BA
 A.R (Ray) Allan, BA
 Sherry Richardson, B.Sc., CIM, FCSI
 Peggy Lo
 Fred James, CLU, CH.F.C., CFP and TEP

 

 Need more information?

Complete this online form.

 

 

 Branch Location

Fifth Avenue Place
1600 425 First Street SW

Calgary, Alberta

T2P 3L8
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

     

    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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