bmonesbittburns.com | bmo.com
Personal Investing
Sign in
To enable all the features of this site, the scripting must be enabled in your browser.
--- Thu, 18 Mar 2010 12:49 ET --- BMO Nesbitt Burns Canadian Top Equity Picks ---     CP,T  55.61  -0.39      MFC,T  20.54  -0.14      PWF,T  32.77  0.08      SU,T  31.90  -0.22      TD,T  73.81  -0.73      CAE,T  9.24  0.00      IAG,T  34.83  -0.07      NA,T  62.63  0.03      THI,T  33.24  -0.42      YLO.UN,T  5.97  -0.03      RIM,T  75.18  -0.06      COS.UN,T  28.99  -0.16      ECA,T  32.11  -0.59      HSE,T  27.66  -0.04      NXY,T  23.80  -0.29      TLM,T  17.91  -0.37      ABX,T  40.24  -0.34      GNA,T  7.99  -0.11      S,T  8.86  -0.05      TCK.B,T  41.10  -0.87 
 Get a Quote
 Symbol
   Symbol Search
 Select an Exchange
   
Market Watch
Last Updated
March 18, 2010 12:45 ET
  Last Change
 TSX Comp  12,014.28  -86.38
 S&P/TSX 60  704.68  -5.28
 DJIA  10,741.91  8.24
 S&P 500  1,162.05  -4.16
 NASDAQ  2,386.11  -2.98
 Nikkei 225  10,744.03  -102.95
 TSX Vent  1,570.13  -7.65
 Hang Seng  21,330.67  -53.82
 $CAD  98.7600  -0.3200
 London Gold  1,122.75  1.00
 WTI Oil Spot  81.93  -1.00
Source: SunGard PowerData

 Meet Our Team
 Contact the team or view members' profile
 Patrick Leonard
 David Lavorato

 

 Need more information?

Complete this online form.

 

 

 Branch Location

Manulife Place
10180-101 St.

Suite 800

Edmonton, Alberta

T5J 3S4
Education:
Bachelor of Arts Economics, University of Alberta

Strategy

As an Investment Advisor, entrusted to manage my client savings, I follow a bottom-up approach to designing a client’s investment plan and a top-down approach to insuring the highest level of ongoing service.

The bottom-up approach I take in designing a client’s portfolio starts with examining a client’s investments, savings strategy, risk tolerance, asset allocation, net worth, budget, lifestyle, estate planning and insurance needs.

The top-down approach to providing the highest level of ongoing service starts with the client, their family and their business. It cascades into an action plan that outlines the systems that provide Scheduled Reviews, Portfolio Monitoring Tools, Investment Policy Statement and Personalized Support.


Tip of the Month

Tax Loss Selling
Managing Your Professional Corp
Universal Life Insurance




 

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.

   I understand by accessing this website I agree to the following terms and conditions.                                                Printer-friendly
privacy | legal | security | member CIPF | member IIROC | disclaimers