Want Financial Security? Choose an Investment Team with Experience
With close to 40 years in the investment industry and over $370 million in assets under administration, our team has the experience to help you meet your retirement and estate goals.
Ronald Alexander, Vice President and Investment Advisor is a graduate of Queen’s University in Chemical Engineering. Ron is a Fellow of the Canadian Securities Institute (FCSI) with Certified Investment Manager (CIM), and Associate Portfolio Manager (APM) designations. With over 25 years of experience in the investment industry, as well as 10 years in the oil and gas, forestry and environmental industries, Ronald brings comprehensive knowledge, superior customer service, and reliable investment advice to his clients.
Susan Carpenter, Investment Representative, graduated from the University of Western Ontario with an Honours B.A. in English. Susan has completed her Canadian Securities Course, her Professional Financial Planner, and has been in the investment industry since 1994.
Neil Alexander, Sales Assistant, attended the University of Calgary, enrolled in the Bachelor of Commerce program, majoring in Finance with a minor in Geography. Neil assists the team with administration and customer service.
The Team Ronald leads the team, working with clients to develop a comprehensive financial plan to meet their investment and retirement needs. For your estate planning, we can work with our Estate and Insurance Advisor to provide Estate and Insurance Services *. Susan and Neil handle all administrative and customer service concerns. Fully licensed, Susan can also execute trades.
BMO Nesbitt Burns Inc. is one of Canada’s leading investment firms with a top-ranked research department*, and a wide selection of the highest quality, exclusive investment products and services. We offer a user-friendly account statement and on-line access to your accounts through Gateway .
We can offer the traditional commission for transaction accounts, however we prefer fee-based accounts ( Advance, and Quadrant , and Blueprint ) that employ professional money managers to diversify your portfolio providing the potential for superior long-term returns with reduced risk. We work with these professional money managers to develop a customized investment strategy that suits your resources, timeline and risk tolerance. We closely monitor the performance of your investment portfolio and provide you with comprehensive, detailed reporting.
As part of a top firm, we also have access to a powerful retirement analysis software program created by BMO Nesbitt Burns. Using Pathfinder, we will chart a course outlining the steps required to achieve your financial and retirement goals. With a minimum investment of your time, Pathfinder generates an illustrated analysis that is completely customized to reflect your current circumstances, your anticipated savings rate and your investment objectives.
1The 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.
2Brendan Wood International Survey. Institutional Equity Research, Sales and Trading Performance in Canada, 2007 Report.
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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