You have achieved so much in life and have reason to feel proud. Yet there is still more you would like to accomplish. Now, you're looking for someone with the ideas, expertise and resources to help you address a current specific need - or a series of more complex decisions as you move to a new stage of your life. We, at the Darren Masse Group are distinctively qualified to help you get there. First, by listening and learning about your unique story, and then designing and implementing an investment strategy that accurately reflects your situation in life and your individual goals and objectives. Once your plan is developed, we will work on identifying the investment and/or overall wealth solutions to implement your plan. That's why BMO Nesbitt Burns offers some of the most comprehensive selections of investment products and services in Canada, backed by the country's top investment research. You can choose from stocks and bonds, mutual funds, or managed assets programs - many of which are exclusive to BMO Nesbitt Burns. With a managed account program, we work together to develop an overall investment strategy, then delegate the day-to-day implementation of the strategy to expert portfolio managers. You'll be able to tap into professional money management, adherence to disciplined risk management principles, and stringent portfolio monitoring.
At BMO Nesbitt Burns, you benefit from the simplicity and convenience of having a trusted advisor who takes a deeper interest in your life and oversees the development and implementation of these strategies. As a client, you want quick access to your portfolio and a clear understanding of how it's performing. You will receive comprehensive quarterly statements detailing the activity in your accounts and your holdings, and monthly statements whenever there has been activity during the previous months.
“Definiteness of purpose is the starting point of all achievement.” – W. Clement Stone