Our Process
Using BMO Nesbitt Burns' Award-Winning Equity Research, and relying on their strong practical experience and applied knowledge of investment management, David and Scott incorporate a systematic, strict value discipline with respect to selecting equity securities for their investment advisory clients. While their primary objective is to help their clients select attractively priced, high-quality blue chip companies that regularly pay dividends to their shareholders, where suitable and appropriate, they will not hesitate to recommend smaller capitalization companies with superior economic or growth potential, including early-stage mineral and oil & gas exploration companies, as well as technology companies.
Our Group adhere to a very disciplined and conservative approach to fixed income investing by focusing on quality and value-for-money. Where appropriate, David will help his clients take advantage of asset allocation in order to minimize the negative effects of holding securities that pay interest income in non-registered accounts*. Clients with liabilities in a foreign currency will be pleased to learn the BMO Nesbitt Burns has one of the largest bond desks in Canada, allowing us to help you meet your income objectives whether you are a retiree with second home in the US, an avid sailor with yacht in the Mediterranean, or a golfer who travels frequently to play on the world's best courses.
In addition, David and Scott follow a five-step process for every new client. This systematic process, which leverages their investment expertise and professional academic training, includes:
1) Identifying your investment objectives and constraints.
2) Creating a highly customized investment policy and investment strategy based on your unique objectives and constraints, paired with a Financial Plan for a roadmap to your goals.
3) Implementing your investment policy and strategy.
4) Monitoring capital markets; measuring and evaluating the performance of your portfolio quarterly.
5) Adjusting or re-balancing your portfolio, where appropriate, to ensure it continues to reflect your investment objectives and constraints.