"Divide your fortune into four equal parts: stocks, real estate, bonds, and gold coins. Be prepared to lose on one of them most of the time. During inflation, you will lose on bonds and win on gold and real estate; during deflation, you will lose on real estate and win on bonds, while your stocks will see you through both periods, though in a mixed fashion. Whenever performance differences cause a major imbalance, rebalance your fortunes back to the four equal parts."
Jacob Fugger the Rich 1459-1525 ____________________________________________________________
The strategic partnership of Tim Churchill-Smith and Steve Frangos manages over 535 million in assets and have a combined experience of 45 years with BMO Nesbitt Burns and its predecessor companies.
Tim Churchill-Smith has been an Investment Advisor with BMO Nesbitt Burns for over 25 years. Tim has risen to the rank of Senior Vice-President through his many years of being a top ranked investment advisor and member of BMO Nesbitt Burns' Chairman's and President's Councils. Phone: (403)260-9329
Steve Frangos has been with BMO Nesbitt Burns for over 22 years. Prior to becoming an Investment Advisor he was Vice-President Operations with BMO Nesbitt Burns head office in Toronto. Steve holds a Bachelor of Arts degree in Management & Economics. He is licensed for Life and Disability Insurance, has completed the Canadian Investment Management course, the Professional Financial Planning Course and is a Fellow of the Canadian Securities Institute. Phone: (403)260-9381
Cherine Westgard has been with the team for 8 years. She holds a Business Administration diploma with a Finance major and has completed all the appropriate Canadian Securities Institute courses, including the Professional Financial Planning Course, to become a licensed associate. Phone: (403)260-9370
Tracy Hart has been with the team for 2 years. With experience in management and customer service she is equipped to answer day-to-day questions and provide a high level of service. She is responsible for monitoring our administrative systems and processes. Tracy has completed all the necessary Canadian Securities Courses to become a licensed representative. Phone: (403)260-9322
Resources our team brings to you:
As a full service investment firm, information and advice are value-added benefits of your investing partnership. With a top ranked* Research Department and a team of product specialists you are assured of high quality investment recommendations that are essential to the growth and security of your capital.
BMO Nesbitt Burns also employs a state of the art client information system. This enables us to quickly assess relevant details on your holdings, accurately measure the performance of your portfolio, and communicate effectively with you. Whether answering your question, analyzing your portfolio's return or providing you with a transaction history; all the information we need to give you and the peronalized service you deserve is at our fingertips.
1Brendan Wood International Survey. Institutional Equity Research, Sales and Trading Performance in Canada, 2007 Report.
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.
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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