Education:
Bachelor of Commerce, Concordia University, Montreal, Canada
Chartered Financial Analyst, CFA Institute, Charlottesville, Virginia, USA
Specialties: EXPERIENCE:
Patrick has over 25 years of experience in the investment industry. He manages 200 million in assets and has been a member of the BMO Nesbitt Burns "Presidents' Council" for the past sixteen years.
OUR COMMITMENT
We want to develop a long-term relationship based on open and frequent communication, honesty and mutual respect.
We intend to offer a service superior to that of our competitors.
We will simplify your tasks by centralizing your assets as well as offering timely reporting and regular follow-up.
We will listen to your goals and objectives and help guide you towards achieving them.
We are committing ourselves to a diversified portfolio approach using only the products with which you feel most comfortable.
OUR MINIMUM PORTFOLIO REQUIREMENT: 250,000$ (except family members of existing clients)
PORTFOLIO MANAGEMENT – Defined
Portfolio Management is the process of diversifying ones’ capital into different investment vehicles through the spectrum of fixed income and variable return type investments. This is done in a systematic way in order to offer the best possible returns within the parameters of your objectives, risk-tolerance and current market conditions. This is a dynamic process, which must be adjusted over your lifecycle and your changing financial circumstances.
EXECUTION
1-Identifying your objectives and investment personality through the interview process and using the “Pathfinder” – our retirement planning software.
2-Informing you of the different portfolio orientations and their probable best and worst case outcomes.
3-Developing a suitable portfolio tailored to your needs in the form of a proposal.
4-Monitoring and fine-tuning your portfolio when required.
5-Evaluating results annually vis-à-vis your objectives.
LONG-TERM DISCIPLINE
Avoid speculating and/or chasing current fads, which ultimately lead to a deviation from your original goal.
Avoid panicking and altering your original objectives in the midst of market turmoil.
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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