With specialized expertise in Canadian equities, U.S. equities, investment funds, high-yield equities, closed-end funds, fixed income investments and technical analysis, our Portfolio, Action & Research Team is focused on providing teams like RT Wealth Management with the information we need to make insightful investment strategy recommendations.
Customized portfolio design and investment recommendations
Management of fixed income portfolios in excess of $5 million
Interpretation of research from BMO Capital Markets Equity Research and third-party research providers
Asset mix recommendations for different investor profiles and recommended security selections within each asset class
Recommended core holdings for Canadian Equities, U.S. Equities, income portfolios and balanced portfolios
Quantitative screening and qualitative management assessment of top-ranked mutual funds (in conjunction with the BMO Nesbitt Burns Investment Fund Research team).
The Portfolio, Action & Research Team prepares numerous publications to keep our team and clients like you apprised of changes in the markets and how those changes may impact your wealth management strategy.
With a managed account program, RT Wealth Management works together with you to develop an overall investment strategy, then we delegate the day-to-day implementation of the strategy to expert portfolio managers. You are empowered to tap into professional money management, adherence to disciplined risk management principles, and stringent portfolio monitoring.
With a fee-based account, our team remains your key resource, dedicated to providing you with the support, information, counsel, advice and trading execution you require, but you have the choice of taking a hands-on role in researching investment ideas and placing trades.
BMO Nesbitt Burns offers one of the most comprehensive selections of investment products and services in Canada. At RT Wealth Management, we bring our clients access to coverage from one of the top equity research houses in Canada†:
Equity research team of 60 analysts in the U.S., the U.K. and Canada covering more than 950+ equities
Overall investment and economic research
Timely market information and expert guidance on fixed-income securities
Access to a wide range of new issues