The cornerstone of our relationship with you is our approach based on consultation and global planning. We believe it is important to develop a long-term relationship with you by taking the time to speak with you and understand your values, expectations and goals.
We believe that our clients are entitled to much more and have the right to require that their advisor offer them more than simply the sale of investment products. For Le Groupe Luc Blanchard, all our strategies are designed to help you find the most appropriate solutions for your situation rather than offering you products. This is our fundamental philosophy.
The following is a summary of our services and a brief presentation of our team.
OUR TEAM, Le Groupe Luc Blanchard, consists of four people with broad experiences in financial services, insurance and financial planning areas. We also share a common vision, which is to meet your financial needs using a global approach.
Together, our team has more than 60 years of combined experience and can offer access to our top-ranked research.
WHAT MAKES US DIFFERENT ?
We provide recommendations only after a full financial planning process.
We recommend only investments tailored to your specific needs and goals.
We are interested in long-term relationships.
We serve as your personal strategists, helping you find long-term solutions that will become a determining factor in your asset accumulation strategy.
We focus on people, not products.
We keep in contact with you on a regular basis and can promptly answer any question you may have regarding your assets. We can also answer you directly or refer you to experts in the areas of asset preservation, estate planning and family support.
We take the responsibilities with which you have entrusted us seriously and we do not limit ourselves simply to meeting your expectations. In fact, we strive to provide you with value-added services to ensure a plan tailored to your specific needs.
Regardless of your investment objectives, chances are that our professional services can be useful to you, especially if you wish to achieve financial independence or the retirement of your dreams. We are committed to guiding you through the process while providing you with great peace of mind.
A graduate of the University of Sherbrooke in Business Administration and a member of the Ordre des comptables agréés du Québec (CA), Luc has more than 17 years of experience as an Investment Advisor. He has always been known for his extensive knowledge, sound judgment, innovating thinking, leadership skills and creativity as shown by the success he enjoys with his clients.
His concern for quality service, his ability to listen, as well as his integrity and professionalism have resulted in the business community and several professionals employing his services for the management of their investments. He helps in developing their financial plans and to assist them at all significant transition points throughout their life.
René Ménard, Investment Advisor and Financial Planner To learn more about René Ménard René specializes in business development and financial planning. He brings with him 21 years of experience in the areas of financial services, life insurance and financial planning.
With his extensive expertise, René contributes significantly to the success of our team. An excellent communicator, he has the ability to explain complex financial concepts in easy-to-understand terms.
Marjolaine Côté, Customer Service Assistant. To learn more about Marjolaine Côté Marjolaine assists the group in the administration of clients' accounts and skilfully manages all administrative and operational issues. She has experience in corporate law and management.
Karine Ledoux, Administrative Assistant. To learn more about Karine Ledoux Karine is our client service manager. She is responsible for organizing and planning appointments. She responds to phone calls and directly answers clients’ requests or redirects them to the appropriate resource person.
OUR CLIENTS' PROFILE Our clients are successful people, such as business owners, professionals and retired personnel. They have assets of $200,000 or more and they choose to play an active role in the growing their wealth. We are able to assist them in developing solutions tailored to any challenges and opportunities they wish to meet.
OUR FIRM BMO Nesbitt Burns is one of the leading full service investment firms in North America, committed to assisting its clients meet their financial objectives since 1912.
Today, BMO Nesbitt Burns focuses on meeting the needs of individual investors through a customized approach to investing. Our Investment Advisors offer superior service and expertise, and have access to some of the best knowledge in the industry, including our own top-ranked research. Additionally, by drawing on the resources of BMO Financial Group, BMO Nesbitt Burns provides its clients with access to one of the most extensive and comprehensive range of investment solutions and products available on the market today. Visit us on the Web at www.bmonesbittburns.com
A GLOBAL APPROACH TO MEET YOUR NEEDS You have succeeded in life and you have every reason to be proud of yourself. We understand the importance of the process which shaped your objectives.
By drawing on the combined resources of BMO Financial Group, we can offer you a full range of wealth management consulting services and work in partnership with a team of various experts including insurance and estate planning specialists to help you achieve your goals efficiently. We do not replace your team of professionals, but rather work as a team with them in your best interests.
We invite you to click on these links for an overview of the range of services offered to help you meet your retirement planning or estate planning needs.
As your needs change over time, together we will determine the opportunities opened to you and the changes required to stay the course.
MANAGED ASSET PROGRAMS Our managed asset programs give you the opportunity to avoid having to make day to day investment decisions, providing you with a way to diversify risks while giving you true peace of mind. The time-tested concepts behind managed account programs, such as establishing a long-term asset mix strategy, and implementing portfolio and volatility risk controls have never been more important than they are in today's environment.
The managed account process begins by determining your long-term investment objectives and goals. From there your investment profile, needs and requirements are matched with the program that is most suitable for you. Our managed account programs give you access to some of the world's best managers, high level manager due diligence and monitoring, and top-ranked equity research.
Managed programs offer the best way to manage the complexity and diversity of your investments. They provide professional fund management, the adherence to strict risk management principles and a thorough monitoring of your portfolio. Our ongoing commitment to providing our clients with access to the best investment products, methods and solutions leads us to providing you with an overview of the benefits of professional portfolio management. Each of our programs has its own distinct features and benefits.
BMO Nesbitt Burns Advance Program® The BMO Nesbitt Burns Advance Program offers a highly individualized approach to establishing and maintaining an appropriate investment strategy and portfolio. Together, we develop a written personal Investment Policy Statement, which sets out your goals and any restrictions. The Investment Policy Statement determines the types of investments you will own and the management style that is right for you. Available to investors with a minimum account size of $150,000, the Advance Program will appeal to the investor concerned about flexibility, comprehensive reporting, and performance.
BMO Nesbitt Burns BluePrint Program® The BMO Nesbitt Burns BluePrint Program offers you the opportunity to participate in one or more of seven model portfolios, each actively managed based on the recommendations of the top-ranked BMO Nesbitt Burns Research team. The BluePrint portfolios offer several management styles and invest in several asset classes including Canadian, US and international equities as well as high quality fixed income securities.
BMO Nesbitt Burns Quadrant Program® With the Quadrant Program, we develop a portfolio that is designed to take advantage of the variety of available investment strategies to reduce the effects of short-term fluctuations and increase the likelihood of reaching your long-term goals. Research has proven that this approach provides the optimal combination of risk control and return enhancement.
BMO Nesbitt Burns Architect Program® The BMO Nesbitt Burns Architect Program is the next evolution in managed assets program - a unified managed account. Now within a single, comprehensive program, you can achieve a level of diversification and sophistication previously only possible through multiple, separate investment vehicles and multiple investment accounts.
BMO Nesbitt Burns Meridian Program® The essential condition for making the most relevant and suitable investment decision is based on understanding a client’s environment, objectives, preferences and risk tolerance level before recommending personalized strategies or specific investments. The BMO Nesbitt Burns Meridian Program enables us to get to know you better and assess your situation. The Meridian Program enables you to take advantage of the full range of services we put at your disposal and the flexibility of online trading, all for a competitive, all-inclusive fee based on the assets under management.This fall, BMO Nesbitt Burns will offer a unified managed account portfolio that combines the best features of mutual funds with the benefits of traditional separately managed accounts. The program significantly simplifies portfolio diversification.
A WORD OF THANKS In order to be able to devote ourselves to the management of our clients, we basically depend on referrals to broaden our clientele. Nothing contributes to our growth as your recommendations. We therefore wish to thank all our clients who recently referred us to their friends, family and colleagues.
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.
2Brendan Wood International Survey. Institutional Equity Research, Sales and Trading Performance in Canada, 2007 Report.
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.
Printer-friendly