BMO Nesbitt Burns
800 Manulife Place
10180 - 101 Street
For some investors, maintaining a traditional account doesn’t suit their needs or lifestyles. These individuals prefer to enter into a relationship with a personal Portfolio Management Team to take them to the next level of investing. You have the peace of mind that comes from having a direct connection to the people making the investment decisions. It is a win-win situation.
Click here to learn more about the Managed Portfolio Account.
Their investment strategy has provided financial security to their clients in both good and bad markets. They use a diversified long term investment strategy that tries to anticipate the markets in order to maximize your gains and protect your assets. They believe that risk management is not a choice but a necessity They will help you navigate the risks and rewards of the markets so that you can stop worrying about your money and start living you life.
Their clients can choose from three different discretionary model portfolios. Discretionary investing leaves the entire buy and sell decisions to the portfolio managers. They need the ability to buy or sell when their process dictates. Model portfolios ensure all clients in each portfolio purchase and sell the same positions at the same time and price.
They follow the Counter-Intuitive Investment Model. They are rules-based, and they do not make decisions based on feelings or emotions. They assess the reward to risk in every trade and the probability of each trade making a profit.
They use the structure of the market to determine where they take profits and where positions are entered. Downside breaks of trading ranges demand action.
They rotate assets classes and do not have fixed allocations. Their asset allocation varies depending on market conditions. When they are bullish, and the markets offer a favourable reward to risk exposure, then there is more significant exposure to stocks. When they are bearish, they have a large percentage of allocations to cash to protect you from further market declines.
While they cannot control how much downside the market provides during a correction, they can control how much of the downside your account receives. They aim to avoid 60% or more of the decline in any significant downturn. Without their process, there is a good chance you will experience 100% of the downside from the market.
They want the opportunity to show you how our process will help you.
Click here to see How We Protect Our Clients.