OUR MISSION STATEMENT To give our clients and friends a sense of confidence with respect to their future, by providing investment strategies that best suit their needs. We will provide financial planning, asset mix management, estate planning, and wealth management, in a friendly, sensitive, pro-active and efficient manner. TEAM PROFILE Peter Denhamer, CIM, FCSI Associate Portfolio Manager & Vice-President In the investment business for over 25 years as an Advisor. Options Licensed. Tel: (403)261-9591 Toll Free: (Alberta) 1-800-665-7157 Toll Free: (BC/Sask) 1-800-661-5062 Email: peter.denhamer@nbpcd.com Robert Caracciolo, BAAssociate Investment Advisor With BMO Nesbitt Burns since 2000, formerly with his family business for 5 years. (403)261-9523 Email: robert.caracciolo@nbpcd.com A.R.(RAY) ALLAN, BA Senior Investment Advisor & Financial Planner Has more than thirty-five years of combined business experience in management and sales in the petroleum services industry with the past seventeen years being devoted to the investment industry. (403)261-9561 Email: ray.allan@nbpcd.com Sherry Richardson, B.Sc., CIM, FCSIInvestment Advisor & Financial Planner Investment Advisor since 1993. Previously a geologist with 8 years experience in the oil and gas industry. Options Licensed. Insurance Licensed. (403)261-9521 Email: sherry.richardson@nbpcd.com Peggy Lo,Investment Representative Has been with BMO Nesbitt Burns for over 10 years. Administration specialist. Options Licensed. (403)261-9592 Email: peggy.lo@nbpcd.com FRED JAMES, CLU, CH.F.C., CFP and TEPEstate & Insurance Advisor* Works closely with our team and our clients to overview any Estate, Tax, Insurance and Transition issues. Fred holds a Bachelor of Education from the University of Alberta, and he has been in the Estate and Insurance Planning business for over 30 years. Fred understands what it means to be part of a team since he has played in the CFL for 9 years winning 2 Grey Cups.
ETHEL GILLIS,Computer Operations Works closely with the Team to ensure communications with clients are handled in a timely and efficient manner.
BMO NESBITT BURNS
Even a successful team like ours cannot operate without a strong foundation. BMO Nesbitt Burns is one of Canada’s leading full-service investment firms, employing over 4,300 dedicated professionals who serve the investment needs of individuals, corporations, governments and institutional clients from an extensive network of Canadian and international offices.
INVESTMENT PHILOSOPHY
Our professional mandate is to work with individuals whose busy schedules require direction in managing their investments properly. The primary objective is to consider the individual’s fundamental goals and add value to their portfolio in the context of a long-term approach to investing. As capital is difficult to accumulate, the emphasis is on the long-term value and preservation of capital taking priority over all investment decisions. We are proud of the high level of professional service we can provide to our clients. Our practice grows continually due to client referrals and our conservative approach to investing. We would be pleased to meet with any of your colleagues, friends or family to discuss their needs and how our team may be of assistance.
BUSINESS SPECIALTIES
Asset Mix Management Our team believes that a key determinant to successful investing is the mix of types of assets - cash, stock and bonds in our clients’ portfolios. By modifying the mix of assets according to recommendations from BMO Nesbitt Burns’ Research Department, investors have the opportunity to improve their portfolio returns while keeping risk at an acceptable level. Working closely with our clients, we will also recommend changes to a portfolio mix should personal circumstances change.
Investment Management For sizable investment portfolios, managed portfolio products may be the best way to realize the goals individuals or organizations would like to achieve. Working closely with our clients, we will formulate a customized investment strategy designed to move toward these goals without the worry of day-to-day portfolio management.
Retirement Planning If saving for retirement is a primary focus, a solid investment plan can make the difference between a comfortable retirement and one that is inadequately financed. Drawing on BMO Nesbitt Burns’ extensive in-house resources, we can help our clients establish the program that achieves the most from a Registered Retirement Savings Plan or Registered Retirement Income Fund.
Working with the BMO Nesbitt Burns Pathfinder® interactive software program, we are able to provide clients with a customized easy to understand road map in which to achieve their retirement income goals. While no one can predict the future, the Pathfinder program can help make it clearer, allowing you to evaluate the impact of inflation and taxes on your retirement income, the impact of losing the government pension plans, or how much money you will need to save to reach your goal. Most importantly, you will have the information necessary today to allow you to chart your course to financial success.
DIRECT ACCESS TO THIS SITE AT: www.denhamerteam.com
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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