Specialties:
Marc Béliveau is dedicated to providing his clients with superior investment services. To achieve his goal, Marc has assembled a team of highly qualified professionals whose primary vision is to serve every client need in an exclusive fashion.
The Béliveau Group is strategically placed to offer a broad spectrum of investment services to our clients in a timely and professional manner. Client satisfaction is the cornerstone of our mission to provide superior investment services in a rapidly changing environment.
The Béliveau Group was formed on the basis of offering comprehensive service to our clients. Combined, the group boasts 45 years of investment experience amongst its four members. Headed by Marc Béliveau, Senior Vice President of BMO Nesbitt Burns, you can be sure our group has the expertise and commitment needed to employ the right investment strategy for you.
Through training and experience, we recognize that the best approach in arriving at a suitable Investment Plan begins with a thorough understanding of our client’s situation and then applying a systematic process with a long term view. As part of this process, we bring together some elaborate tools, extensive product and service lines, some of the world’s most respected money managers and specialized expertise in areas of investment and estate planning.
Defining Your Goals
The best way to get started building wealth is to have a good understanding, both from the clients and advisors perspective, of what needs to be accomplished. BMO Nesbitt Burns has developed a powerful retirement analysis software program called Pathfinder to help accomplish this. Together, we will be able to chart a course outlining the steps required to achieve your financial and retirement goals. Best of all, this impressive and thorough program doesn't demand a major investment of your time, but the resulting plan will be uniquely yours.
Implementing Your Plan
To assist in implementing your plan, BMO Nesbitt Burns offers access to leading investment managers through a customisable approach using the Advance® and Quadrant® Programs. The BMO Nesbitt Burns Advance Program offers a highly individualized approach to establishing and maintaining an appropriate investment strategy and portfolio. The Advance program achieves this by calling on the personal services of a BMO Nesbitt Burns Investment Advisor and on the expertise of leading investment managers from around the world. Until recently, the services of these managers have been beyond the reach of most individual investors. At the heart of The Quadrant Program is an investment process that provides us with a disciplined framework for making the critical investment decisions that have to be made for our clients.
Ongoing Monitoring
Since creating wealth is a process and not an event, ongoing reporting and reviews are part of a complete solution. Monthly statements, detailed Quarterly Reviews and scheduled follow-ups allow monitoring progress. What’s more, our Gateway® service even allows access to your account by the internet ensuring convenient access to your investments.
Solution Based Strategies
If you’re ready for an investment process built on solid practices and customized to suit your needs, we look forward to having the opportunity to share a successful approach with you.
Béliveau Group photo (left to right): Front Row: Colombe Cioccio
Back Row: Paul White, Marc Béliveau, Mathieu Larivière
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