WE INVEST IN YOU Choose an Investment Team with Experience
With 40 years in the investment industry and $400 million in assets under administration, our team has the experience to help you meet your retirement and estate goals.
Ronald Alexander, Vice President and Associate Portfolio Manageris a graduate of Queen’s University in Chemical Engineering. Ron is a Fellow of the Canadian Securities Institute (FCSI) with Certified Investment Manager (CIM), and Associate Portfolio Manager (APM) designations. With over 28 years of experience in the investment industry, as well as 10 years in the oil and gas, forestry and environmental industries, Ronald brings comprehensive knowledge, superior customer service, and reliable investment advice to his clients.
Susan Carpenter, Associate Investment Advisor, graduated from the University of Western Ontario with an Honours B.A. in English. Susan has completed her Canadian Securities Course, Professional Financial Planner, Wealth Management Essentials, and has been in the investment industry since 1994.
Neil Alexander, Investment Representative, graduated from the University of Calgary with a Bachelor of Commerce Degree in Finance. Neil has five years experience in the investment industry, working in both back office/administrative roles, as well as sales assistant. Neil is licensed to take trading instructions and can assist you with all your administrative needs.
The Team We work with clients to develop a comprehensive financial plan to meet their investment and retirement needs. For your estate planning, we can work with our Estate and Insurance Advisor to provide Estate and Insurance Services *.
BMO Nesbitt Burns Inc. is one of Canada’s leading investment firms with a top-ranked research department*, and a wide selection of the highest quality, exclusive investment products and services. We offer a user-friendly account statement and on-line access to your accounts through Gateway .
We can offer the traditional commission for transaction accounts, however we prefer fee-based accounts ( Advance, and Quadrant , and Blueprint ) that employ professional money managers to diversify your portfolio providing the potential for superior long-term returns with reduced risk.
As part of a top firm, we also have access to a powerful retirement analysis software program created by BMO Nesbitt Burns. Using NaviPlan, we will chart a course outlining the steps required to achieve your financial and retirement goals. With a minimum investment of your time, NaviPlan , generates an illustrated analysis that is completely customized to reflect your current circumstances, your anticipated savings rate and your investment objectives.
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.
Market Watch
Last Updated
March 18, 2010 10:41 ET
Last
Change
TSX Comp
12,096.55
-4.11
S&P/TSX 60
709.69
-0.27
DJIA
10,759.14
25.47
S&P 500
1,166.27
0.06
NASDAQ
2,389.62
0.53
Nikkei 225
10,744.03
-102.95
TSX Vent
1,575.87
-1.91
Hang Seng
21,330.67
-53.82
$CAD
98.9700
-0.1100
London Gold
1,122.75
1.00
WTI Oil Spot
82.42
-0.51
Source: SunGard PowerData
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