Working With Us
have chosen to form a team so that we can better assist and service
you. We are a team of client-focused professionals to ensure that your
needs for investment advice and your goals toward retirement planning
are achieved. This pooling of expertise and experience enables us to
work together and share our ideas so that we can come up with the most
comprehensive solutions to your needs. We will not make suggestions
regarding your own unique situation without first thinking through each
scenario and analyzing all of the alternatives. Our clients feel
comfortable and confident knowing that they have more than one
professional handling their affairs.
With the Choo-Pang team,
you won't ever feel frustrated or uncomfortable with your investments or
strategy because we take the time to explain what's going on in easy to
understand terms. Your peace of mind is what is most important to us.
Services We Provide
Professional Portfolio Management
our team you will have access to some of North America's best
investment managers. These Fee-Based Programs offer you an alternative
to traditional brokerage commissions and have become very popular.
(Advance, Architect, BluePrint and Quadrant)
Flexible Payment Options
are also pleased to offer you alternatives with how you wish to pay for
our services. You may follow a pay as you go option (traditional
brokerage commissions). Alternatively, you may pay a pre-determined
flat annual fee for the many services we provide, which includes
trading, through the BMO Nesbitt Burns Meridian Account.
Comprehensive and Disciplined Stock and Mutual Fund Selection Process
have access to some of the best knowledge in the industry, including
our own top ranked research. In the recent Brendan Wood Survey, BMO
Nesbitt Burns was again this year ranked number one in equity research.
Portfolio Performance Reporting and Personal Recommendations a Minimum of Annually
show you how you've done, as well as, provide you with an easy to read,
written recommendation on your holdings and asset mix a minimum of once
Retirement and Financial Planning
Nesbitt Burns sophisticated planning software is our own proprietory
retirement analysis program. It is one of our most useful tools. Just
ask and we'll take you through the process.
Estate Planning and Insurance Services
the help of our in house Estate and Insurance Advisors, we are able to
offer sound advice on all of your Estate Planning and Insurance
Online Access to your Account and BMO Nesbitt Burns Research
BMO Nesbitt Burns Gateway is our online client information centre. Our clients find tremendous value in this no cost service.
Through Our Partners At The Bank of Montreal We Can Help
- Personal Banking
- Personal Loans
- Personal Lines of Credit
- Commercial Banking
- Business Planning
- Philanthropic Programs