Specialties:
"Eat Where You Cook" Investment Philosophy
Investment Management and Financial Planning
Tax-Smart Investing
Our Approach
Our "Eat Where You Cook” Investment Philosophy demonstrates that we are not just salespeople. We personally own the investments outlined on our Recommended List and illustrate this fact by showing you one of our very own family investment accounts.
We firmly believe that our clients' interests are best served by following our own “Eat Where You Cook” approach, utilizing the power of compound growth through equities and tax-smart investing.
As full-service Investment Advisors, we promise to focus on maximizing your resources through simple, yet effective methods of investment management, reducing or deferring income tax on investments, income splitting, and preserving capital. We want to work with you in a team approach with your other trusted advisors in order to focus on a financial plan that is in your best interest -- and not what may earn us the largest commission.
This is our passion – it’s not only what we do but what we have done successfully with over 45 years of combined experience.
Through BMO Nesbitt Burns, a member of the BMO Financial Group, we are able to offer one of the most comprehensive selections of investment products and solutions in Canada, backed by the country's top investment research and access to three research houses who collectively cover over 5,000 companies in the United States and around the world.
Our clients range from entrepreneurs to professionals to retired individuals and their famillies. We focus on those clients who have accumulated assets and therefore have more complicated wealth management needs.
We have a "never say no" open door policy when it comes to taking on family members of existing clients -- no matter what the account size.
Our Products and Services
Customized Investment Management and Selection
Personalized Portfolio and Performance Reports in addition to Comprehensive Account Statements
Online Access to Account Information and Analyst Research on mutual funds, Canadian and U.S. equities through our BMO Nesbitt Burns Gateway Service
Investment and Registered Accounts (RRSP, RRIF, LIRA, LIF, RESP)
Equity-based Products including Common Stocks, Income Trusts, Exchange-Traded Fund (ETFs), and Mutual Funds from over 100 different fund families
Fixed Income Products including Preferred Shares, Guaranteed Investment Certificates (GICs), Canadian and Foreign Government Bonds, and Corporate Bonds
Daily, Weekly, and Monthly Direct Deposit Service
Pre-Authorized Deposit and Systematic Withdrawal Service
1The opinions, estimates and projections contained herein are those of the author as of the date hereof and are subject to change without notice and may not reflect those of BMO Nesbitt Burns Inc. (“BMO NBI”). Every effort has been made to ensure that the contents have been compiled or derived from sources believed to be reliable and contain information and opinions that are accurate and complete. Information may be available to BMO Nesbitt Burns or its affiliates that is not reflected herein. However, neither the author nor BMO NBI makes any representation or warranty, express or implied, in respect thereof, takes any responsibility for any errors or omissions which may be contained herein or accepts any liability whatsoever for any loss arising from any use of or reliance on this report or its contents. This report is not to be construed as an offer to sell or a solicitation for or an offer to buy any securities. BMO NBI, its affiliates and/or their respective officers, directors or employees may from time to time acquire, hold or sell securities mentioned herein as principal or agent. BMO Nesbitt Burns Inc. and BMO Nesbitt Burns Ltee/Ltd. ("BMO Nesbitt Burns") will buy from or sell to customers securities of issuers mentioned herein on a principal basis. BMO Nesbitt Burns, its affiliates, officers, directors or employees may have a long or short position in the securities discussed herein, related securities or in options, futures or other derivative instruments based thereon. BMO Nesbitt Burns or its affiliates may act as financial advisor and/or underwriter for the issuers mentioned herein and may receive remuneration for same. A significant lending relationship may exist between Bank of Montreal, or its affiliates, and certain of the issuers mentioned herein. BMO NBI is a wholly owned subsidiary of BMO Nesbitt Burns Corporation Limited which is an indirect wholly-owned subsidiary of Bank of Montreal. Any U.S. person wishing to effect transactions in any security discussed herein should do so through BMO Nesbitt Burns Corp. and/or BMO Nesbitt Burns Securities Ltd.
2Brendan Wood International Survey. Institutional Equity Research, Sales and Trading Performance in Canada, 2007 Report.
3Commissions, trailing commissions management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.
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.
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