--- Fri, 3 Feb 2012 20:54 EST --- BMO Nesbitt Burns Canadian and U.S. Top Picks ---     CP,T  73.47  1.63      PWF,T  27.20  0.34      SU,T  34.90  0.65      TD,T  78.83  1.08      CAE,T  11.08  0.19      IAG,T  25.99  -0.03      NA,T  75.98  0.41      THI,T  48.75  -0.07      COS,T  24.39  -0.01      TLM,T  12.38  0.34      ABX,T  48.59  -1.13      TCK.B,T  43.35  0.83      AAPL,X  459.68  4.56      ADM,X  29.55  0.38      AMP,X  53.65  3.27      BA,X  76.34  1.12      CAT,X  113.94  3.61      CSCO,X  20.09  0.29      CVS,X  43.51  0.85      DIS,X  40.00  1.09      EL,X  57.48  -1.37      GE,X  19.02  0.27      HAL,X  36.83  0.29      MAT,X  31.53  0.47      MCK,X  80.80  -1.53      MOO,X  52.87  0.63      NDAQ,X  25.07  0.41      NOK,X  5.12  0.10      ORCL,X  29.11  0.30      PEP,X  66.66  0.26      UPS,X  76.70  0.32      WYE,X  0.00  0.00 
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Last Updated
February 3, 2012 20:50 EST
  Last Change
 TSX Comp  12,577.28  23.80
 S&P/TSX 60  716.41  2.37
 DJIA  12,862.23  156.82
 S&P 500  1,344.90  19.36
 NASDAQ  2,905.66  45.98
 Nikkei 225  8,831.93  -44.89
 TSX Vent  1,665.11  4.54
 Hang Seng  20,756.98  17.53
 $CAD  100.6200  0.5200
 London Gold  1,734.00  -13.50
 WTI Oil Spot  97.84  1.48
Source: SunGard PowerData
Peter J . Gordon, CA, CFP, CIM, MBA
Investment Advisor
Financial Planner

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Contact Information
Address
1 First Canadian Place
P.O. Box 150, 49th Floor
Toronto, Ontario
M5X 1H3
Phone
(416) 359-4084
Toll-Free
(800) 567-3008
Fax
(416) 359-6225
E-mail
PeterJ Gordon
Specialties:
Comprehensive Financial Planning and Tax Efficient Wealth Management Solutions, Tax Efficient Strategies for Professionals and Business Owners, Option Strategies, Customized Capital Preservation and Market Neutral Strategies
Investment Philosophy:
I believe in tax minimization, risk mitigation, and disciplined financial planning: As a Chartered Accountant, I know that a tax dollar saved or deferred over a long period, is fertile ground for your investment return improvement. As a Canadian Investment Manager, I know that future market returns cannot be predicted with certainty, so in constructing your investment portfolio, strategic asset allocation that is in line with your return objectives and tolerance for risk is paramount. And as a CERTIFIED FINANCIAL PLANNER practitioner, I synthesize this and work diligently to structure your financial plan with the best available and appropriate vehicles in the most tax efficient way.

Your CFO:
Consider me your "Personal CFO". I work with you to implement a customized financial plan to take care of your investment, insurance, investment tax planning, philanthropic, retirement, estate planning, banking and borrowing needs.

Service Excellence:
I am committed to building a solid, lasting relationship with my clients. Keeping clients informed is a top priority for me. This means providing access to a wealth of educational materials, promptly returning phone calls, and quickly following up on administrative issues. It also involves monitoring accounts on an ongoing basis to take advantage of opportunities as they arise, and changing market conditions. I regularly review goals, strategy and portfolio performance with my clients.

I look forward to an opportunity of discussing this with you and how my approach to investing for the future can help you.

Sincerely,

Peter J. Gordon
 

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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