Investment Programs Tailored To Fit Your Needs — I can help you chose with confidence
Whether you're looking for the growth potential of equities, the safety of fixed income, or the ease of diversification investments offered by mutual and segregated funds, we have the choice of investment programs you need. We further enhance your investing options by offering fee-based and asset management investment programs as well as more traditional, commission-based investing.
Backed by our industry leading equity research, Equities
are the long-term growth component of a successful investment strategy.
If you’re looking to build wealth, stocks should play a major role in
your investment portfolio.
BMO Nesbitt Burns Equity Accumulator Program®
a convenient way to get the most out of your stocks and achieve long
term success. It allows you to automatically reinvest dividends.
2- Fixed Income
Looking for diversification, Income and safety capital offered by fixed income products?
BMO Nesbitt Burns offers access to a wide range of fixed-income securities, which i can help you chose the best investment programs
available to fit your needs.
3- Mutual Funds
Designed for investors seeking long-term capital growth with superior
performance. I have access to our mutual fund specialists and more than
8000 funds, including BMO Nesbitt Burns Group of Funds
. I can provide one-stop, cost-effective access to portfolios of individual mutual funds.
4- Segregated Funds
Segregated funds provide unique features and guarantees not generally available in traditional market-based investments.
5- Fee- Based Programs
These investment programs
are highly customized to meet the needs of specialized investors.
Combines the benefits of an ongoing relationship with your Investment
Advisor with the additional option of online trading all for one
competitive all-inclusive annual fee.
6- Managed Asset Programs
BMO Nesbitt Burns Architect, Advance, Blueprint and Quadrant programs
working together, I help develop your investment strategy and then leave
the day -to- day implementation of the strategy to expert portfolio
managers. These investment programs
are for investors who wants greater investment flexibility and freedom or seek asset management on their behalf
7- Cash Management
Combine banking services with the flexibility of your BMO Nesbitt Burns investment account
In addition to convenience, combining your finances means I can help
you with a broader spectrum of your all your financial needs.
2008 we made the decision to transfer our investment and retirement
portfolio to BMO Nesbitt Burns and specifically under the guidance of
Angela Galer-Grist. Over the past three years, Angela has provided
consistent common sense guidance and direction in managing our portfolio
and estate needs. Angela has demonstrated extensive knowledge and
expertise in financial planning but has been very effective in
communicating complex subject manner in a language we can understand and
comprehend. Angela provides regular updates on our portfolio status and
provides recommended adjustments aligned with our investment goals. In
addition to these regular reviews, Angela is always available to meet
with us or answer questions in person or on the phone. The combination
of extensive knowledge, consistent availability and the skill to
communicate effectively has given us confidence that our savings and
investment portfolio is in capable and trusted hands.' J.C and L.A
Contact me today
for investment programs
that fits your needs!