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--- Sat, 21 Nov 2009 01:54 EST --- BMO Nesbitt Burns Canadian and U.S. Top Picks ---     CP,T  52.77  0.44      MFC,T  18.96  0.01      PWF,T  27.58  0.13      SU,T  38.07  -0.18      TD,T  67.30  -0.51      CAE,T  8.43  -0.26      IAG,T  28.91  0.30      NA,T  62.61  0.59      THI,T  31.21  -0.32      YLO.UN,T  5.35  -0.01      RIM,T  63.66  0.95      COS.UN,T  29.55  -0.64      ECA,T  56.40  -0.27      HSE,T  28.15  -0.04      NXY,T  26.04  -0.57      TLM,T  18.58  0.02      ABX,T  47.00  -0.32      GNA,T  8.83  0.13      S,T  7.00  0.10      TCK.B,T  37.02  -0.06      AAPL,X  199.92  -0.59      ADM,X  31.62  0.05      AMP,X  37.57  -0.23      BA,X  51.70  0.27      CAT,X  57.95  -0.66      CSCO,X  23.46  -0.22      CVS,X  31.64  0.56      DIS,X  30.01  -0.20      EL,X  47.86  0.25      GE,X  15.59  -0.17      HAL,X  29.88  -0.56      MAT,X  20.01  -0.22      MCK,X  63.12  0.07      MOO,X  42.66  0.12      NDAQ,X  18.97  -0.33      NOK,X  13.33  -0.28      ORCL,X  22.34  -0.05      PEP,X  62.08  0.20      UPS,X  57.51  0.35      WYE,X  0.00  0.00 
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Market Watch
Last Updated
November 21, 2009 01:50 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
 Meet Our Team
 Contact the team or view members' profile
 Werner Hohn, CFP
 Dennis Cooper
 Karen Reger
 George McKenna, CFP, RHU, CLU

 

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 Branch Location

Marsland Centre
20 Erb St. W
3rd Floor

Waterloo, Ontario

N2L 1T2
Specialties:
Full service, personal advice, RRSP Portfolio Planning, Customized Investment Strategies, Tax Efficient Estate Planning*, Individual Pension Plans (IPP), and Retirement Compensation Agreements (RCA) for business owners and executives
Our Investment Philosophy
We firmly believe that client's interests are best served by taking a fully diversified approach to investing. Working closely with our clients, we formulate a customized investment strategy designed to improve their porfolio's returns, while keeping risk at an acceptable level. Beginning with a questionnaire, a client's objectives are established and clearly defined in a written investment policy statement, which becomes the basis of that client's ideal asset mix. Whether our clients are conservative income-oriented investors, or growth-oriented investors, we will design an investment strategy that best fits their needs. By combining our years of practical experience with on-going professional development, we feel we are able to offer clients the highest level of reliable service. Most of all, we believe in the importance of integrity, along with trusted advice and view our relationships with clients as long-term.

Service Excellence
We are committed to building a solid, lasting relationship with our clients. Keeping clients informed is a top priority for us. This means providing access to a wealth of educational materials- such as Financial Planning, Retirement Planning, Estate Preservation, Education Planning or Tax Tips for Investors - to name a few. Our pledge to clients also involves monitoring accounts on an ongoing basis to take advantage of opportunities as they arise, and changing market conditions. We regularly review goals, strategy and portfolio performance with our clients, and our assistant Karen is available to help with the administration of your accounts. She will ensure that all account documentation on file is current and accurate. Please feel free to call Karen with any changes to your account information, other administrative inquiries or banking needs. Karen can also supply market quotes, and answer inquiries regarding RRSPs, RESPs or RIFs.

 

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.

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