I have been employed in the brokerage industry for over twenty years, utilizing my experience and knowledge of the markets to assist my clients to achieve their financial goals. I have completed numerous licensing programs from the Canadian Securities Institute, including the Canadian Securities License, the Canadian Options License, the Canadian Futures License and the Life Insurance License. If you would like to schedule an appointment for an evaluation of your current investment situation, you can call me at (780) 945-5223 or e-mail me at tom.ray@nbpcd.com
Karen Murdoch, Investment Representative
To support me and to assist my clients I have an Investment Representative, Karen Murdoch, who plays an important role in my team. She is available to offer you information about your account and handles all administrative duties. Working in the investment industry since 1993, Karen has completed the Canadian Securities Course, the Professional Financial Planners Course and is licensed to carry out transactions on your behalf. We understand the importance of offering clients the most comprehensive service and support and as such, are committed to striving for excellence. Karen can be contacted at (780) 945-5262, or e-mailed at karen.murdoch@nbpcd.com
My Investment Philosophy
As quickly as the markets go up, they can come down. That's why it's important to have a well structured and disciplined investment philosophy to carry you through the highs and lows of today’s markets:
1.Set specific goals. If you don’t know where you are going, any road can get you there. If you aim at nothing, you will hit it with amazing accuracy.
2.Adhere to a disciplined investment routine.
3.Buy. Hold. AND prosper. Buying excellent businesses in the long-term growth industries and holding them for the long run is an efficient method of portfolio management. This will allow your portfolio to prosper.
4.Investing tax efficiently. Having a tax advantaged portfolio is having a portfolio that focuses on after-tax investment returns. After all, it’s not what you earn but what you keep that matters most. Investors need to concentrate more on maximizing after-tax wealth and their bottom-line cash flow.
5.Preserve your capital. Protecting your capital from permanent losses by investing only in the highest quality companies and by not taking any unwarranted risks.
6.Sound investment advice. The role of an investment advisor is to focus on increasing your net worth and to provide prudent and consistent advice to help you achieve your financial goals.
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
November 21, 2009 02:50 EST
Last
Change
TSX Comp
11,579.33
-20.97
S&P/TSX 60
688.99
-1.59
DJIA
10,318.16
-14.28
S&P 500
1,091.38
-3.52
NASDAQ
2,146.04
-10.78
Nikkei 225
9,497.68
-51.79
TSX Vent
1,408.06
7.12
Hang Seng
22,455.84
-187.32
$CAD
93.4800
-0.5400
London Gold
1,140.00
4.50
WTI Oil Spot
76.72
-0.74
Source: SunGard PowerData
I am pleased to inform you that BMO Nesbitt Burns has recently enhanced your charting capabilities. In addition to charts for securities traded on North-American exchanges, you can now view charts for Canadian mutual funds on the Gateway website. Charting is available in the Market Data section of the site. If you have any questions, feel free to contact me at (780) 945-5223 or contact the Gateway Helpdesk at 1-877-873-7664. Regards, Tom Ray.
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