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--- Tue, 6 Jan 2009 14:30 EST --- BMO Nesbitt Burns Canadian Top Equity Picks ---     CP,T  45.74  1.80      MFC,T  24.11  1.37      PWF,T  24.74  0.25      SU,T  29.00  1.60      TD,T  46.37  1.04      CAE,T  8.55  0.16      IAG,T  24.40  0.54      NA,T  33.57  1.42      THI,T  32.80  -0.96      YLO.UN,T  6.77  -0.24      RIM,T  55.25  3.45      COS.UN,T  24.04  0.23      ECA,T  61.51  -0.91      HSE,T  32.58  0.73      NXY,T  23.33  -0.10      TLM,T  13.53  0.38      ABX,T  40.80  0.02      GNA,T  8.33  0.06      S,T  4.47  0.48      TCK.B,T  8.18  -0.02 
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Market Watch
Last Updated
January 6, 2009 14:30 EST
  Last Change
 TSX Comp  9,487.36  201.85
 S&P/TSX 60  573.15  12.19
 DJIA  9,039.63  86.74
 S&P 500  939.30  11.85
 NASDAQ  1,660.74  32.71
 Nikkei 225  9,080.84  37.72
 TSX Vent  905.72  31.23
 Hang Seng  15,509.51  -53.80
 $CAD  84.6300  0.6400
 London Gold  848.25  -5.25
 WTI Oil Spot  48.90  0.09
Source: SunGard PowerData

 Meet Our Team
 Contact the team or view members' profile
 Karen A. Chalovich
 Teresa Smith
 Heather Gingell

 

 Need more information?

Complete this online form.

 

 

 Branch Location

17 King St East

Cobourg, Ontario

K9A 1K6
Karen Chalovich

As investment professionals, we help individuals and families to make the right decisions with their money for their unique financial and life goals. Financial matters are complex and we can provide help and resources. Our goal is to provide clear guidance on the many investment options available for clients to make meaningful choices. Together, investment solutions are confidently selected to help grow and preserve your wealth and income. Our clients are important and we are pleased to assist them to achieve their dreams.

SPECIALITIES:
Investment Management
RRSPs, RRIFs and Retirement Planning
Managed Accounts
Insurance and Estate Planning*
Charitable Donations

PRODUCTS AND SERVICES
MANAGED PRODUCTS
TESTIMONIALS


KAREN'S FOCUS is to provide clients with informed advice, with 25 years of experience as a professional Investment Advisor. She can help you analyze your situation taking into account your financial objectives, economic and market conditions. Her goal is to assist clients to invest in high quality investments to achieve and preserve their wealth. She helps individuals, corporations, and trusts who would benefit from the assistance of a professional advisor.

Karen believes in lifelong learning. In addition to her University degree, she undertakes numerous professional industry training courses to continue her expertise to plan and manage your money up to date with the newest strategies and legal compliance.

Community involvement is very important to Karen as she contributes in many ways through political, social, charitable, education, business, and women's organizations.

KAREN'S SERVICES includes: Investment Portfolios, Planning and Management, Retirement Planning, Retirement Savings Plans (RRSPs), Retirement Income Funds (RRIFs), Registered Education Savings Plans (RESPs), Fixed Income Securities, Stocks, Mutual Funds, Fee-Based Accounts, Portfolio Management, Insurance and Estate Planning through BMO Nesbitt Burns Financial*.

KAREN'S TEAM Karen's Sales & Marketing Assistant, Teresa Smith, with 15+ years financial services experience, assists Karen with handling client accounts and marketing.

Please contact us for more information.

EDUCATION:
BA, University of Western Ontario, London, Canada
Canadian Securities Course (CSC), Cdn Securities Institute
Registered Representative (C.P.H.), Cdn Securities Institute
Fellow of the Canadian Securities Institute (FCSI)
Canadian Investment Finance (CIF), Levels 1 & 2, Cdn Securities Institute
Canadian Options Course, Cdn Securities Institute
Life Insurance Licence, Levels 1 & 2
Partners/Directors/Officers (PDO), Cdn Securities Institute
Branch Managers Course, Cdn Securities Institute
Professional Financial Planning Course (PFP), Cdn Securities Institute


 

1All 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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