Education:
Bachelor of Commerce, University of Alberta, Edmonton, Canada
Specialties:
Retirement and Estate Planning
Professionally Managed Assets
Stephen Biddle
I have worked as an Investment Advisor since 1993. Prior to this, I was with a major Canadian Bank for five years. I graduated from the University of Alberta where I earned a Bachelor of Commerce degree with distinction. I have completed numerous programs from the Canadian Securities Institute, including the Canadian Securities Course, the Canadian Options Course, the Professional Financial Planning Course and the Life Insurance Course. I live in St. Albert with my wife Desiree; my daughter, Shaelynn; and my son Christopher.
Karen Vert
To support me and to assist my clients I have an Investment Representative, Karen Vert, who plays an important role in my team. She is well-qualified to offer you information about your account and handles all administrative duties. This includes (to name a few) issuing cheques, automatic deposits or withdrawals, tax reporting, RRIF and RRSP deposits and withdrawals. Working in the investment industry since 1993, Karen has completed the Canadian Securities Course in 1996 and the Professional Financial Planners Course in 2004. She is licensed to carry out transactions on your behalf. We understand the importance of offering clients the most comprehensive service and support and as such, are committed to striving for excellence. She can be reached at (780) 945-5262.
Investment Philosophy
I firmly believe that my client’s interests are best served by taking a fully diversified approach to investing. I am distinctly qualified to help you. First, by listening and learning about your unique story, and then designing and implementing an investment strategy that accurately reflects your situation in life and your individual goals and objectives. Whether it's recommending an estate planning strategy that helps preserve your wealth for future generations, protecting your family's assets through insurance, or designing a detailed financial plan, I can see to it that your entire financial life is looked after professionally.
For a more detailed explanation of how I deal with clients please go to the My Process section. Please follow the tabs (Publications, and Links) at the top of the page for valuable investment resources and educational material.
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.
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.
Market Watch
Last Updated
October 15, 2008 23:15 ET
Last
Change
TSX Comp
9,323.85
-631.81
S&P/TSX 60
562.16
-40.49
DJIA
8,577.91
-733.08
S&P 500
907.84
-90.17
NASDAQ
1,628.33
-150.68
Nikkei 225
9,547.47
99.90
TSX Vent
991.21
-63.49
Hang Seng
15,998.30
-834.58
$CAD
84.1800
-1.6600
London Gold
847.00
14.50
WTI Oil Spot
74.54
-4.09
Source: SunGard PowerData
I am pleased to inform you that BMO Nesbitt Burns has recently enhanced your charting capabilities. In addition to charts for securities traded on North-American exchanges, you can now view charts for Canadian mutual funds via the Gateway website. Charting is available in the Market Data section of the site. If you have any questions, feel free to contact me at (780) 945-5256 or contact the Gateway Helpdesk at 1-877-873-7664. Regards, Stephen Biddle.
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