"We provide unique, high-value investment advice & tax-efficient wealth management solutions to private individuals and their families."
Neil Murray is an Associate Portfolio Manager, Investment Advisor, Chartered Financial Analyst, Chartered Market Technician, Financial Planner and Life Insurance Advisor at BMO Nesbitt Burns, Canada’s leading full-service investment and top ranked research firm.
Chartered Financial Analyst (CFA)
The coveted CFA designation is recognized around the world as the gold standard of professional investment credentials and is the definitive standard for measuring competence and integrity in the fields of portfolio management and security analysis. The CFA charter is only awarded to a very select group of investment specialists who have mastered a rigorous curriculum covering a broad range of investment-related subjects.
Chartered Market Technician (CMT)
Neil is a Chartered Market Technician. Technical Analysts awarded the prestigious Chartered Market Technician (CMT) designation by the Market Technicians Association in the U.S. have achieved the highest level of proficiency in technical analysis of financial markets. The CMT is the only technical analysis designation that is recognized by the NYSE and NASD.
Only 27 individuals in Canada and 139 around the world hold charters in both fundamental and technical analysis. Neil is proud to be part of this elite group of investment professionals*.
Source: CFA Institute, MTA as of February 2008*
Wealth Manager/Analyst Insight Column
Neil writes a feature investment column for Sun Media called "Analyst Insight"- previously entitled "Wealth Manager". He has written over 350 articles on investing and managing wealth in today's markets. Neil's column is unique in its approach and analysis. In the past, both the National Post and Globe and Mail have credited Neil for his insight into equity markets and equity securities.
Neil is a member of the Toronto Society of Financial Analysts,The CFA Institute, The Canadian Society of Technical Analysts and The Market Technicans Association in the US.
Neil’s technical research on market trends has been published on Wall Street by some of North America’s leading investment strategists.
Neil believes an individual’s financial success is largely dependent on the strength and discipline of their investment plan. In today’s world, investing can be a complex and time consuming activity. In order to achieve financial success with security, it is essential that investors have a personalized long-term wealth management strategy.
Neil understands that capital markets move in cycles and trends. Depending on where we are in the business cycle, certain asset classes (stocks, bonds or cash) will outperform. Neil believes a cautious investment strategy that anticipates fundamental changes in the business cycle will yield superior returns over a passive, inactive strategy.
Neil and his investment team are dedicated to the task of sound investment decision-making. Using a customized approach to building and managing their client's wealth, they endeavor to produce high-quality, tax efficient investment solutions for each client. In doing so, they employ a prudent investment philosophy that emphasizes capital preservation, diversification and long-term growth in their clients’ portfolios.
Trust, integrity and professional competence are the cornerstones of Neil’s wealth management business. He strongly believes that the client-advisor relationship is as important to an individual’s financial success as is the strength of their investment plan. Building professional, communicative relationships with clients is an important and valued part of Neil’s wealth management practice.