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, I work closely with my clients to develop portfolios that are appropriate for them. As part of our long-term relationship, I 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 leading industry equity research department, I 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, T-bills 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. I believe that fixed income vehicles offer an extremely attractive way to achieve steady income, moderate investment risk and potentially generate capital gains.