Portfolio Manager, Investment Advisor
Toll Free: 866-290-2434
210 Front Street
BMO Bank of Montreal
62 King Street West
Assistant Branch Manager, Portfolio Manager, Investment Advisor
Toll Free: 1-866-290-2434
Boris has been with BMO Nesbitt Burns serving higher net worth clients since 1998. He graduated from Dalhousie University and finished post graduate studies at the University of King's College in Halifax. He has been connected to Northumberland County for over 25 years, putting down roots and volunteering for various community organizations. He has attained his Certified Investment Manager (C.I.M.) designation from the Canadian Securities Institute. He is an accredited Portfolio Manager.
Boris firmly believes that his client's interests are best served by taking a fully diversified portfolio approach to investing and employing the principles of dollar-cost-averaging to take advantage of market volatility and increase returns. Working closely with his clients, Boris formulates a customized investment strategy designed to improve their portfolio's return, while keeping risk at an acceptable level. Beginning with a questionnaire, a client's long-term objectives are established and clearly defined in a written investment policy statement, which becomes the basis of that client's ideal asset mix. Whether his clients are conservative income-oriented investors, or growth-oriented investors, Boris will design an investment strategy that best fits his clients' needs.
Canadian Investment Manager, C.I.M.
Canadian Securities Course
Professional Financial Planning
Insurance Advisor with BMO Nesbitt Burns Financial Services Inc.
Technical Analysis Course
Toll Free: 1-800-647-3998
Tanya helps with day-to-day client service and administration of our practice. Please feel free to call Tanya or contact her by email with any changes to your account information or other administrative and banking needs.