Boris Nikolovsky
Portfolio Manager, Investment Advisor
Tel: 905-372-4551
Toll Free: 866-290-2434
Boris Nikolovsky
Tanya Doxtator
Address
210 Front Street
Belleville, ON
K8N 2Z2
Map
BMO Bank of Montreal
62 King Street West
Cobourg, ON
K9A 2L9
Our Client Approach
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 Our Client PhilosophyI believe we can significantly enhance our clients overall long-term financial success with personal attention, proper planning and ongoing counsel from our qualified and dedicated team. About Our Clients While we serve a wide range of investors, all of our clients are accumulating sizeable portfolios, seeking professional advice on managing their assets and plannig for their future. Having peace of mind with their finances is a top priority for our clients. We try to help them achieve that. |
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| Understanding Your Needs Understanding your needs includes a detailed discussion on matter such as: - Organizing your finances - Providing for future generations - Dealing with inheritance - Living a comfortable retirement - Protecting your estate |
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We take a consultative approach to working with you and continuously re-evaluate your portfolio as your situation changes. Our 5 step process includes: - Understanding your needs - Planning for your needs - Choosing your solution - Reviewing and communicating with you - Evolving and adjusting your plan |
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| Communicating with You On an ongoing basis, you will receive comprehensive information to keep you informed and up-to-date. You can expect detailed statements of your account; regular, informative communication; electronic access through Gateway - our online client information centre - and face-to-face reviews on a regular basis. Evolving and Adjusting Your Plan We work closely with you to assist you in meeting your current needs for income, growth and diversification, but also take into account your plans for the future and your family's long-term security. |
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