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Adam Knight
Sean Gligor
Claudia Lema
Rhonda Blanch

1 First Canadian Place
38th floor, P.O. Box 150
Toronto, ON
M5X 1H3


It is important to have a plan in place to protect and enhance your savings. One of the keys to a successful investment plan is managing risk. A well diversified portfolio that reflects your investment goals and risk tolerance is essential.

Ensuring the foundation is solid

The success of any investment plan is the foundation upon which it is built. When assessing your strategic investment program it’s important to consider a number of factors, including your investment time horizon, investment goals and risk tolerance. Once these factors have been defined you can identify the appropriate combination of cash, fixed income and equities to include in your portfolio.

Understanding risk

Many investors perceive risk too narrowly as market volatility - the risk of losing money. The eroding impact of inflation on a portfolio’s purchasing power and failure to meet your investment goals are two additional examples of risk. Identifying an asset mix that balances potential risks with your investment objectives is key to a successful risk management strategy.

Portfolio diversification

Volatility of returns is manageable with appropriate portfolio diversification. This can be achieved on a variety of levels, including asset class, geographic region and individual securities. Investors using investment funds or discretionary managed accounts can also diversify their portfolio by incorporating a variety of portfolio managers with different investment styles.

What’s next?

As you manage your investment portfolio, you’ll want to make the right decisions for your situation. Whatever your investment needs and preferences, your BMO Nesbitt Burns Investment Advisor can provide you with the information, tools and assistance you need to reach your goals. He or she will monitor your portfolio, help you manage risk and guide your investments through market ups and downs. For more information, please, contact Adam Knight, Sean Gligor or Greg Jizmejian.