Current Commentary - An Outlook for 2010
Welcome to the first year of the new decade! This timing obviously prompts us to look ahead and evaluate the New Year and decade ahead of us. From an investment perspective, this sort of planning is critical. I believe in trying to get the "big" calls right in order to capture tidal moves in the market and in economies. This then makes the investment application to individual portfolios much more understandable. Read more
Mission Statement
Our team partners with clients to meet their unique goals. All members of our team hold ethical behaviour in the highest regard. We choose to work together with clients who share common values such as work ethic, stewardship and honesty. These partnerships will be successful because they begin with the clients' end goals in mind. Solutions will be client centered. We will implement routine excellence.
Philosophy on Wealth
Money is common and ordinary. It has the unique ability to control people who choose to give it that power, whether they have a little of it or a lot of it. It is nothing more than a tool to enjoy life and to realize the deeply held values we each hold. If properly handled, it can enrich our lives but we are by no means rich because of it.
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.