Ensuring peace of mind while planning for a comfortable retirement through prudent financial management. ®
Our ultimate goal is to build a portfolio that will provide higher returns with less volatility. This is achieved by using a combination of:
Modern Portfolio Theory
Portfolio Analysis Software
Alternative Investments such as income trusts to supplement traditional stocks and bonds
We specialize in building customized portfolios for high net worth clients with a long term focus using a combination of fixed income, blue chips, and trusts. We follow a disciplined investment approach and we are prepared to stay the course in order to enhance client wealth, because rarely do emotions make good investments advisors.
"You can't control the market, but you can control the way your portfolio is structured"
We appreciate that you work hard for your money and in turn we work hard to provide value for your money. We recognize that it is your money we are dealing with, which is one reason why we are continually communicating with you in regards to your investments.
"We would like to thank all clients who have referred friends or colleagues to us recently. We are always pleased to receive referrals from our clients as this shows your trust in us. Our business practice continues to grow through these referrals, and your trust in the way we work together is truly appreciated."
"David Beckham is a great soccer player but even Beckham could not beat an amateur team if he had to play every position by himself."
To provide a high level of personal services and a higher quality of services than the average broker, we work with a team of professionals to better serve clients. The team at BMO Nesbitt Burns Westmount Branch consists of:
Dave Foraie, Investment Advisor
Lorna Partsch, Associate Investment Advisor
There is also an extended team of professionals to provide a broader range of services to clients; this includes:
"I can calculate the motions of the heavenly bodies, but not the madness of people"-Sir Isaac Newton, losing investor in the South Sea bubble
The process revolves around you. After all it is all about you and your money. Initially we take a couple of face-to-face meetings to get to know you and your unique situation.
Here is our process:
Meet and decide if we can work together with you
Assess your present financial and personal situation
Identify your financial and personal goals
Identify ways to reach your goals and provide a written analysis including recommendations and alternatives
Implement and review a strategy suited to your individual needs
Monitor and revise your investment strategy regularly
Identify any other needs, for example: insurance, estate planning, retirement planning etc.
This approach is rational and structured rather than emotional. We want to minimize emotional reactions to the markets and your investments in order to avoid any irrational decisions.
"Markets can remain irrational longer than you can remain solvent" -John Meynard Keynes
Discipline
Commitment to Client Services
Determination to Provide Value for your Money
Utilization of Portfolio Analysis Software
We offer a peace of mind through disciplined well thought out portfolio management. We want to give you rational solutions in an irrational market place.
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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