“We provide our clients with a conservative investment style to help them achieve their financial goals. Our aim is to minimize the concerns of fluctuations in the marketplace.”
Paul and Lori
Our Approach to Investing
The Marcoux Heaton Team takes a comprehensive approach in helping their clients manage their money. Paul and Lori want to ensure that all of the needs of their clients are met by adopting a conservative investment style. Importance is placed on tax efficiency*, estate planning, insurance needs** and retirement goals. Paul and Lori often work with their client’s other advisors to ensure all of their client’s needs are addressed.
The Marcoux Heaton Team has more than 50 combined years of investment experience. They take pride in the returns they have provided to their clients despite the uncertainty of the markets. Paul and Lori’s conservative approach to investing appeals to investors who are both in the accumulation stage of their financial life as well as those with a focus on preservation of capital.
The level of trust that they have developed with their clients is based not only on their sound advice, but on their commitment to educating their clients. Whether there is a new product or research news, clients receive regular updates to ensure that they understand the markets and can make informed decisions about their portfolios.
Welcome to our Team
Paul Marcoux, Sr. Vice President, Branch Manager & Investment Advisor Paul has been with BMO Nesbitt Burns since 1986. Paul has been named as one of the list of recipients of the Chairman's Counsel that recognizes the top performers at BMO Nesbitt Burns.
He is focused on providing strategic direction, asset allocation and portfolio management for the team. Paul’s specialty is identifying fixed income opportunities as he believes this is the foundation for building wealth. Many of Paul’s clients are family relationships that have evolved over the years. Paul is also involved with pension fund management. Paul has his Insurance Level II license and is licensed to execute Options.
Lori Heaton, Investment Advisor Lori graduated from the University of Western Ontario with a BA in Economics. She joined BMO Nesbitt Burns in 1997 after spending 17 years in branch management with BMO Bank of Montreal.
Responsible for portfolio management, Lori also prepares financial plans for clients using Pathfinder, a powerful BMO Nesbitt Burns software analysis program. Lori has her Insurance Level II license and is licensed to execute Options.
Chris Halliday, Associate Investment Advisor With more than 20 years experience in the investment industry, Chris has been with BMO Nesbitt Burns since 1993 and has worked with Paul since 1995. Responsible for the administrative needs of the clients, Chris is always available to respond to client inquiries. Chris is licensed to execute trades and she is also Options licensed.
Jeffrey Fray, Vice President, Estate and Insurance Advisor Jeffrey has 17 years of financial services industry experience and joined BMO Nesbitt Burns Financial Services in 1997. As a specialist in insurance and estate planning, Jeffrey focuses on providing clients with insurance solutions to help reduce tax for their current and future needs.
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.
2All 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.
3The comments included in the publication are not intended to be a definitive analysis of tax law: The comments contained herein are general in nature and professional advice regarding an individual’s particular tax position should be attained in respect of any person’s specific circumstances.
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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