Patrick Phelan

Tel: 514-251-7996
Fax: 514-251-7270

Address
1501, avenue McGill College
30e étage
Montréal, QC
H3A 3M8
Map

Education:
Bachelor of Commerce, Concordia University, Montreal, Canada
Chartered Financial Analyst, CFA Institute, Charlottesville, Virginia, USA

Specialties:
EXPERIENCE:

Patrick has over 29 years of experience in the investment industry. He manages 235 million in assets and has been a member of the BMO Nesbitt Burns "Presidents' Council" for the past 20 years.

Our Commitment

We want to develop a long-term relationship based on open and frequent communication, honesty and mutual respect.

We intend to offer a service superior to that of our competitors.

We will simplify your tasks by centralizing your assets as well as offering timely reporting and regular follow-up.

We will listen to your goals and objectives and help guide you towards achieving them.

We are committing ourselves to a diversified portfolio approach using only the products with which you feel most comfortable.

Our Minimum Portfolio Requirement: 500,000$

Portfolio Management – Defined

Portfolio Management is the process of diversifying ones’ capital into different investment vehicles through the spectrum of fixed income and variable return type investments. This is done in a systematic way in order to offer the best possible returns within the parameters of your objectives, risk-tolerance and current market conditions. This is a dynamic process, which must be adjusted over your lifecycle and your changing financial circumstances.

Execution
  1. Identifying your objectives and investment personality through the interview process and using our sophisticated financial planning software (Naviplan) to build a clear roadmap to your future.


  2. Developing a suitable portfolio tailored to your needs in the form of a written proposal which will help achieve our goals set out in part 1.


  3. Informing you of the possible best and worst case short term portfolio outcomes of the proposed plan. This will allow you to better understand and deal with the expected volatility that will surely occur.


  4. Monitoring and rebalancing your portfolio when required.


  5. Providing you annual performance reports and evaluating their impact on your long term objectives and financial plan.
Long-Term Discipline

Avoid speculating and/or chasing current fads, which ultimately lead to a deviation from your original goal.

Avoid panicking and altering your original objectives in the midst of market turmoil.
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