Eighth Avenue Place, East Tower
525 8th Avenue SW
|Asset Mix Management
A key determinant to successful investing is an appropriate mix of assets - cash, stocks and bonds. Using recommendations from BMO Nesbitt Burns' Research Department, we work closely with our clients to develop portfolios that are appropriate for them. As part of our long-term relationship, we will recommend changes to a portfolio mix if their personal circumstances change.
Canadian Equities/U.S. Equities
For investors with a long-term outlook, equities have historically outperformed other classes of securities. Drawing on the expertise of BMO Nesbitt Burns top-ranked* Research Department, we will recommend a well-diversified portfolio of Canadian and/or U.S. equities to help meet each client's needs for capital growth.
Government and corporate bonds, GIC's and other fixed income securities constitute a major component of many of my clients' portfolios. The wide selection of issues available through BMO Nesbitt Burns is sure to include the right term and yield for any investor. We believe that fixed income vehicles offer an extremely attractive way to achieve steady income, moderate investment risk and potentially generate capital gains.