Creating High Net Worth Strategic Investment and Financial Partnerships.
Specialties:
Fee-based Portfolio Management.
Canadian Equity Investments.
Access to individual stocks, bonds, new issues, preferred shares, Mutual Funds.
Wholistic Financial Planning.
Focused solutions for business owners such as Individual Pension Plans.
Investment Philosophy
I appreciate that each client is unique and requires a customized wealth management approach. This involves defining long-term objectives using a concise investment policy statement, illustrating ideal asset mix and risk tolerance. To maintain low fees and long-term growth, managing risk is equally as important as pursuing returns.
Guided by my life and work experiences, I have discovered that the most effective approach in attaining any goal is a well-made plan and a commitment to follow through on that plan. In conjunction with solid wealth management advice, I adhere to that approach today to help my clients achieve their wealth management goals.
Since joining BMO Nesbitt Burns, I have achieved the Financial Management Advisor (FMA) designation. Additionally, I am extremely proud to serve on the Board of Directors of Winnipeg Entrepreneurs eXchange, an organization designed to foster a positive environment for entrepreneurship in Manitoba, through education, mentorship, and connection.
In Canada I am currently licensed to work with clients in Manitoba, British Columbia and Alberta. I also am able to work with individuals from around the globe. If you are interested in investing the Canadian markets and you live overseas, please email me at Ryan Henderson
Personal Interests
I am very much an outdoorsman. In the summer I enjoy golfing, sailing, and wakeboarding. In the winter I am passionate about downhill skiing. My other passion is wine, as I enjoy exploring new varieties from around the world, especially here in Canada.
For further information on how I can help you please email me at Ryan Henderson
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.
2All 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.
3Brendan Wood International Survey. Institutional Equity Research, Sales and Trading Performance in Canada, 2007 Report.
4All 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.
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