Originally from Ontario, Shelley moved to the West Coast after obtaining her Honours Bachelor of Science degree from The University of Guelph. Shelley began work in the financial services field in 1996. In addition to having earned her securities designation, Shelley has completed the Professional Financial Planning Course and the Financial Management Advisor accreditation. Shelley and her spouse live on acreage in rural Langley, BC. Outside of work, Shelley enjoys gardening and tending her honeybees and spends many weekends in the summer camping, fishing and spending time with her two very active Labrador Retrievers. Shelley feels it is important to take an active role in the White Rock community where she dedicates her time to fund raising efforts for the Peace Arch Hospital Foundation.
CREATING YOUR PERSONAL INVESTMENT PLAN
Shelley will design an investment plan that is specific to your individual needs and goals. The first thing she will do will be to sit down with you to determine exactly what your goals and objectives are within the context of your overall financial situation. After completing this process of consultation, an Investment Policy Statement will be created. In it, Shelley will document strategies designed to build, but also protect, your wealth. The next step is to build an investment portfolio using a disciplined, long-term wealth management approach. Shelley will determine an appropriate mix of assets, the specific securities that represent the best opportunity for profit, and how to best structure your account for making money after tax, inflation and fees. Since economic and market conditions are always changing, it is imperative to continually monitor your portfolio. From time to time, changes in the asset mix or security selection are required. It is also important to review your portfolio as your personal situation changes. Shelley will keep you informed regarding the development and growth of your portfolio, as well as the economic factors that influence it.
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.
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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