We take great pride in the trust that our clients have placed in us over the years. These clients can be broken down into two general groups:
1) Investors in the saving phase of their lives. Accumulating wealth; looking for advice on how best to invest for retirement. Emphasis on retirement and investment planning.
2) Investors past the saving phase looking to generate INCOME and some CAPITAL GROWTH. Looking for advice on how to invest for maximum after-tax income, and how to preserve capital. Emphasis on estate and investment planning.
Some investors prefer to have their investments managed for them, while others prefer to be active participants in the investment management process. We have the knowledge and the expertise - backed by BMO Nesbitt Burns' extensive products and services - to satisfy the needs of both types of investors.
Investment Philosophy Our strength is in individual stock selection for our client accounts. The majority of these are conservative, dividend-paying Canadian companies, complemented where appropriate by smaller companies where we see an opportunity for growth or perhaps just extraordinarily good value. We monitor stock holdings constantly. If you participate in the management of your account, we work together to contact you if any changes are required.
Team Profile Robin Gilbert, CFA, Investment Advisor, Vice-President and Portfolio Manager Robin Gilbert has consistently been one of BMO Nesbitt Burns top performers. He joined the firm in 1972 and became co-manager of Research in Montreal before starting the Toronto research department in 1977. In 1982, he joined the Retail Division and moved to Halifax in 1983 as manager. Prior to this, Robin earned his Chartered Financial Analyst's (CFA) designation in 1968 and managed US investment for CNR's Pension fund. He currently serves on the Board of the QEII Foundation as the head of the Investment Committee.
Linda MacDonald, B.Comm, Associate Investment Advisor Linda joined BMO Nesbitt Burns in 1990 as an administrative assistant with the idea of one day working on the advisory side of the business. She obtained her Bachelor of Commerce degree from St Mary's University, and completed the Personal Financial Planning course from the Canadian Securities Institute. Linda became Robin's junior partner in 1999 and is responsible for co-advising client accounts, bringing new ideas forward, and preparing financial plans. Linda serves on the board and is a volunteer of the Halifax Immigrant Learning Centre. Value for your money
Working with a team helps ensure that there is always someone to take your call or to get back to you in short order. The combination of Robin's 35 years in the business and Linda's youth provides experience and continuity.
Investment recommendations are backed by the top-ranked* research group in the country - the BMO Nesbitt Burns Research department. Why settle for anything less?
Regular meetings in our office or in your own home. These meetings include a full review of your investment holdings, setting up or updating your financial plan, and a report showing your rate of return for each year since you opened your account. The rate of return report is something that new clients often tell us they have never received before.
What you can expect BEFORE becoming a client...
Initial meeting to determine whether you need our services. Discussion focuses on your current financial situation, your goals, your risk tolerance and your past investment experience.
Many prospective clients benefit from our sophisticated planning software analysis at this stage. BMO Nesbitt Burns' financial planning software tool gives investors a look at the future. As we like to say: Any road will do if you don't know where you're going!
....and AFTER:
Regular meetings to review your account, either in our office or in your home.
Periodic updating of your financial plan
A quarterly Portfolio Evaluation report mailed to you along with a Commentary on the market. This commentary focuses on the quarter just past and our outlook for the coming quarter, as well as investment ideas.
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.
Market Watch
Last Updated
March 16, 2010 18:31 ET
Last
Change
TSX Comp
12,089.40
80.60
S&P/TSX 60
710.08
5.34
DJIA
10,685.98
43.83
S&P 500
1,159.46
8.95
NASDAQ
2,378.01
15.80
Nikkei 225
10,721.71
-30.27
TSX Vent
1,578.53
17.02
Hang Seng
21,022.93
-56.17
$CAD
98.6200
0.4700
London Gold
1,124.75
20.50
WTI Oil Spot
81.70
1.90
Source: SunGard PowerData
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