Our Philosophy

Your BMO Nesbitt Burns Managed Portfolio Account will be highly personalized for your specific needs and your Portfolio Manager will follow a proven process to construct and manage your portfolio. This approach helps ensure that you can delegate the management of your investments with total confidence.

Gordon will carefully asses your needs, design an investment strategy based on time-tested investment methodologies and world-class investment research, and demonstrate a total commitment to acting in your best interests every step of the way.

This begins with the creation of an Investment Policy Statement. The Investment Policy Statement is an essential document that helps plan and direct your progress for the future. You can have the peace of mind knowing that your investment portfolio is professionally managed in accordance with your most important needs and wishes. Click to read more about Investment Policy Statement.