Specialties:
Investment Planning – Certified Investment Manager
Portfolio Management using Managed Money
Relationship with BMO Bank of Montreal Gulf Canada Branch
Lisa has over fifteen years experience in the investment business. Lisa holds a Bachelor of Arts Degree from the University of Calgary. She is licensed for Life and Disability Insurance®, has completed the Canadian Investment Management course; is a Fellow of the Canadian Securities Institute and holds a Professional Financial Planning Designation.
Investment Philosophy
Lisa firmly believes that her client’s interests are best served by taking a fully diversified portfolio approach to investing. Working closely with her clients, Lisa formulates a customized investment strategy designed to improve their portfolio’s return while keeping risk at an acceptable level. Beginning with a questionnaire, a client’s long-term objectives are established and clearly defined in a written investment policy statement. This becomes the basis of that client’s ideal asset mix. Whether her client’s are conservative income orientated investors or growth orientated investors, Lisa will design an investment strategy that best fits her client’s needs.
Working with Lisa, to provide excellent client service are Brandy May and Paige Fulton. Investment Advice
Lisa offers a traditional brokerage account with standard commissions; also she offers the BMO Nesbitt Burns Meridian Program whose all inclusive fee allows her clients to see the benefits of working with her team of experts along with the option of online trading. The BMO Nesbitt Burns Advance®, Quadrant® and Blueprint® programs, can also offer you access to some of the top money managers in the US, Canada, and around the world.
Retirement Planning – "Pathfinder"
Working with the BMO Nesbitt Burns Pathfinder® interactive software, Lisa is able to provide her clients with a customized easy to understand road map to achieving their retirement income goals. While no one can predict the future, the Pathfinder® program can help to make it clearer, allowing you to evaluate the impact of inflation and taxes on your retirement goals. Most importantly you will have information necessary today to allow you to chart your course to financial success.
Estate Planning*
Estate Planning is a basic component of any thorough financial plan. I work with our in-house estate planning specialists to combine advanced expertise on estates, insurance, and tax-planning with our high quality investment advice. Together, this brings unmatched strategic capability to the estate planning process.
Beyond the main estate planning services, Lisa can assist in a variety of related areas, including estate preservation, charitable giving, small-business succession and planning, cross border (Canada – US), financial and estate planning, and maximization of retirement income.
Resources Our Partnership Brings To You
As a full service investment firm, information and advice are value-added benefits of your investment partnership. With our top-ranked Research Department and a team of product specialists at BMO Nesbitt Burns, you are assured of high quality investment recommendations that are essential to the growth and security of your capital.
BMO Nesbitt Burns also employs a state of the art client information system. This enables Lisa to quickly assess relevant details on your securities holdings, accurately measure the performance of your portfolio, and communicate effectively with you. Whether answering your question, analyzing your portfolios return or providing you with a transactional history; all the information she needs to give you, the personalized service you deserve is at her fingertips.
BMO Bank of Montreal – Gulf Canada Square
To better serve her clients for all their financial needs, Lisa works with the BMO Bank of Montreal in Gulf Canada Square. Lisa’s clients can expect value – added Service on mortgages, Personal Lines of Credit and day to day banking needs, from the Team she works with at the bank.
Robert Lewis : Branch Manager
Lisa Thompson: Assistant Branch Manager
Josh Hosein : Financial Planning Specialist
1Brendan Wood International Survey. Institutional Equity Research, Sales and Trading Performance in Canada, 2007 Report.
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 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.
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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