Stuart
Macdougall
Why choose Stuart?
Why choose BMO Nesbitt Burns?
Stuart's Strategy
If you are someone or an institution requiring financial advice on investment growth or income, then Stuart is the person that you should talk to. Stuart is an experienced investment advisor specializing in 4 different areas of financial planning:
1)Advice on Special Equity and Bond Trading
2)Portfolio Development
3)Retirement Planning
4)Investment Planning for Growth and Income
Why choose Stuart?
1)Stuart has over 25 years of solid investment advising experience
2)He services over $70 million in client assets
3)He has experience working with both Canadian and Offshore Assets
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Why choose BMO Nesbitt Burns?
BMO Nesbitt Burns a leading financial services firm in Canada, serving both individual and institutional clients. It is has also been ranked the top equity research group for 25 years. This means that the clients of BMONB receive high quality equity analysis from top-notch analysts. Only BMONB customers will have the opportunity to benefit from the top of the line research.
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Stuart’s Strategy
Stuart believes that the key component in investment advisory, are the financial objectives and the risk tolerance of the client. Stuart works with his clients in a 4 stage process:
1)Comprehensive interview with client to understand his/her personal goals, return requirements, risk tolerance and time horizon
2)Develop a portfolio that fits the client’s goals and requirements
3)Execute investment plans upon client’s approval
4)Follow-up on the investment plans, and ensure client satisfaction
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If you would like to join your friends and relatives in enjoying the fruits of financial freedom, then contact Stuart now at (604) 631-2660.
1Brendan Wood International Survey. Institutional Equity Research, Sales and Trading Performance in Canada, 2008 Report.
2The comments included in the publication are not intended to be a definitive analysis of tax law: The comments contained herein are general in nature and professional advice regarding an individual’s particular tax position should be attained in respect of any person’s specific circumstances.
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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