My investment philosophy is conservative, based on capital preservation and moderate growth. Depending on the specific needs and objectives of each client, I determine which asset mix I need to incorporate. My expertise in fixed income instruments, combined with comprehensive knowledge of stock markets, mutual funds and structured products, helps me maximize the long-term growth of my clients' portfolios while minimizing risk.
If saving for retirement is your primary focus, a solid investment plan can make the difference between a comfortable retirement and one that is inadequately financed. Drawing on BMO Nesbitt Burn's extensive in-house resources, I help my clients establish a retirement plan that is right for them. I develop investment strategies in consultation with my clients to meet their specific investment and retirement objectives while taking into account their risk tolerance. Each client's portfolio is constructed with strategically selected financial instruments in order to achieve the best possible growth.
MY COMMITMENT
I am committed to building a solid, lasting relationship with my clients. Keeping clients informed is top priority. This means:
Providing access to a wealth of educational materials.
Promptly return phone calls and follow-up on administrative issues.
Monitoring accounts on an ongoing basis to take advantage of opportunities as they arise, and changing market conditions.
Regularly review goals, strategy and portfolio performance with clients.
EXPERIENCE
I have been in the financial service industry for the past 15 years. I joined BMO Nesbitt Burns in 1995 after having worked with a major Canadian bank as an investment specialist. My expertise lies on years of experience in bonds, equities and mutual fund investments, as well as my studies in finance at Concordia University. I distinguish myself most notably with the quality of my retirement investment analysis and a good understanding of a client's needs. I am a certified FMA (Financial Management Advisor) and am currently studying to earn my FCSI (Fellow of the Canadian Securities Institute) certification. BMO NESBITT BURNS
As one of North America's leading full service investment firms, BMO Nesbitt Burns, and its predecessor firms, have been committed to the highest standards in helping clients meet their investment objectives since 1912. BMO Nesbitt Burns Investment Advisors draw on the firm's top-ranked1 investment research and broad range of products and services designed to meet the specific investment objectives of individual clients. Through the combined resources of BMO Nesbitt Burns and BMO Financial Group, our Investment Advisors can help to address all your financial needs, including estate planning2, insurance3 and private banking.
1Brendan Wood International Survey. Institutional Equity Research, Sales and Trading Performance in Canada, 2007 Report.
2The 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.
3All 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.
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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