Rick Baird. B.Comm
Occasionally a friend or associate will approach us with a question about our business - specifically, what makes us different than all the other Investment Advisors out there. It's an important question, and something we'd like to share with everyone. Allow us to provide a brief summary of who we are, what we do, and how we go about doing it.
Who We Are
We are more than simply stock brokers - we are investment professionals who offer our clients the opportunity to achieve their investment goals. We are confident advocates of the group approach (as the saying goes, two heads are better than one!), and we utilize top-quality professional money management hired by BMO Nesbitt Burns to build client wealth. Perhaps most importantly, we believe the client comes first. We pride ourselves on our level of service and constantly strive to go above and beyond client expectations.
What We Do
We specialize in all areas of wealth management; from establishing your portfolio to planning for your child's education, your retirement and your estate*. In this way, we offer our clients complete services to coincide with both short-term and long-term investment goals. As your financial needs change over the years, we'll be with you every step of the way, offering you additional services that will take you to where you want to be.
Our Unique Process
We take a no-pressure, systematic approach to help you achieve your financial success. The first step in the process is meeting with you face-to-face to examine your investment needs, risk tolerance and expectations. The information is then used to design a tailored portfolio to match your individual needs. After that, we formulate a customized investment plan and review it with you so that you understand exactly how these investments work to achieve your goals. You're free to take the plan with you after you leave and think about it at your leisure. When you're ready, we'll meet again to put the plan into action. BMO Nesbitt Burns will send you monthly reports and we will meet with you every quarter for scheduled portfolio reviews. Alternatively, you can monitor your performance with Gateway, our online service. Either way, you'll always know how your investments are doing.
Our approach to investing is all about helping you reach your financial goals because your success is our success.