bmonesbittburns.com | bmo.com
Personal Investing
Sign in
To enable all the features of this site, the scripting must be enabled in your browser.
--- Fri, 5 Sep 2008 21:44 ET --- BMO Nesbitt Burns Canadian Top Equity Picks ---     CP,T  61.86  0.13      MFC,T  37.00  -0.46      PWF,T  34.17  -0.48      SU,T  52.69  -0.18      TD,T  60.94  -0.18      CAE,T  11.05  0.04      IAG,T  35.80  0.02      NA,T  50.30  -0.88      THI,T  32.75  -0.23      YLO.UN,T  9.47  0.07      RIM,T  113.25  -1.88      COS.UN,T  46.63  1.68      ECA,T  71.85  0.22      HSE,T  43.18  -1.02      NXY,T  28.97  -0.39      TLM,T  17.05  0.11      ABX,T  32.58  0.04      GNA,T  13.46  0.35      S,T  8.44  -0.33      TCK.B,T  39.79  1.22 
 Get a Quote
 Symbol
   Symbol Search
 Select an Exchange
   
Market Watch
Last Updated
September 5, 2008 21:41 ET
  Last Change
 TSX Comp  12,816.42  2.28
 S&P/TSX 60  765.50  1.22
 DJIA  11,220.96  32.73
 S&P 500  1,242.31  5.48
 NASDAQ  2,255.88  -3.16
 Nikkei 225  12,212.23  -345.43
 TSX Vent  1,812.11  -17.32
 Hang Seng  19,933.28  -456.20
 $CAD  94.0900  0.4900
 London Gold  808.50  2.75
 WTI Oil Spot  106.23  -1.66
Source: SunGard PowerData

 Meet Our Team
 Contact the team or view members' profile
 Jeff Horne
 Laura Murray

 

 Need more information?

Complete this online form.

 

 

 Branch Location

Manulife Place
10180-101 St.

Suite 800

Edmonton, Alberta

T5J 3S4
Education:
Bachelor of Arts, University of Alberta, Edmonton
Fellow of the Canadian Securities Institute FSCI
Canadian Investment Manager CIM
Financial Planner

Specialties:
Comprehensive wealth management including investment planning, retirement planning, estate planning and tax minimization strategies.
BUSINESS PHILOSOPHY

I firmly believe that my clients' interests are best served by taking a fully-diversified portfolio appproach to investing. I work closely with my clients to formulate customized investment strategies designed to improve investment returns, while keeping risk at acceptable levels. Whether a client is conservative and income-oriented, or looking for growth, I design an investment strategy that best suits their needs.

ASSET MIX MANAGEMENT

A key determinant to successful investing is owning a mix of assets likely to generate the returns you need while minimizing your exposure to risk. Using recommendations form BMO Nesbitt Burns Research Department, I work closely with my clients to determine the appropriate mix for them, and then monitor their situation to ensure it remains appropriate.

THE IMPORTANCE OF A SOUND INVESTING PARTNERSHIP

Many financial issues affect us all: saving for retirement, minimizing taxes, setting aside funds for a major purchase or financing a child's education. To reach your own financial objectives, you need to consider the challenges of building and preserving capital in today's increasingly complex marketplace.

SERVICE EXCELLENCE

Our team is committed to building a solid, lasting relationship with all our clients. Keeping clients informed is a top priority for me, and this means providing access to a wealth of educational materials, promptly returning phone calls, and quickly following up on administrative issues.

It also involves monitoring accounts on an ongoing basis to take advantage of opportunities and changing market conditions as they arise. I regularly review goals, strategy and portfolio performance with my clients.





 

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.

Printer-friendly
privacy | legal | security | member of CIPF | member IIROC