As the global capital markets become increasingly complex and volatile, our expertise can help you recognize significant opportunities and challenges. We will work to understand your personal and professional goals, priorities and parameters, custom-tailor your asset allocation and diversified investment strategies, and implement solutions to maximize returns while minimizing tax and risk. By educating you on the markets and risk involved in various asset classes, we will help you to determine your own specific risk tolerance. To ensure capital preservation, we implement prudent risk management strategies designed to increase your return potential. Going forward, we will monitor your investments and keep you informed, regularly review your goals, strategies and portfolio performance, and ensure you are protected from volatility and well positioned to take advantage of market conditions. Our goal is to build a long-term relationship so that you and your future generations can enjoy lasting wealth. The benefits of discretionary portfolio management Kevin Algajer is a Portfolio Manager, which enables our team to bring you the benefits of discretionary portfolio management:
We obtain your pre-approval to make the necessary changes to your portfolio, with a duty to act in your best interest.
When we identify an opportunity or risk, we are empowered to act on it for all our clients without waiting for approvals.
We create an Investment Policy Statement – a customized document that establishes your goals, objectives, risk tolerance, time horizon, and preferences – which acts as a roadmap that guides all our decisions.
You pay an asset-based fee (rather than commissions on every trade) so that we are free to make necessary trades without worrying about costs and our interests are aligned: we both benefit when your asset base grows.
We will help you decide which account type is best for your needs:
The BMO Nesbitt Burns Architect Program
The BMO Nesbitt Burns Meridian Program