How can I help?
In today's world investing can be a complex and time-consuming activity. In order to achieve financial success and security, it is essential you have a comprehensive, long-term investment program. I can assist you in meeting this challenge through a diversified approach to investing.
Your personalized investment plan will take into account your unique requirements:
income and security needs,
past investment experience and
your comfort with risk as well as
life insurance needs
Whether you are saving for retirement, building an education fund for your children, saving for a home or other major purchase, or managing your own business, you can be confident that I will give you the personal attention and professional expertise you require to help you achieve financial success.
About BMO Nesbitt Burns:
BMO Nesbitt Burns is a recognized expert and opinion leader in investment and economic research. With more top-ranked analysts than any other Canadian investment firm, BMO Nesbitt Burns provides research on over 330 Canadian companies (according to the Brendan Wood 1999 Survey of Research Rankings). On the U.S. side, BMO Nesbitt Burns offers you the most comprehensive investment research supplied by our in-house U.S. analysts and three leading research firms.
In the mutual fund area, the mandate of BMO Nesbitt Burns is to provide the most comprehensive research information and advice available in Canada. With over 2,000 mutual funds available for sale in Canada, selecting the right funds to meet your specific needs is a challenging process. Extensive research forms the basis for the BMO Nesbitt Burns "recommended list" of mutual funds, which Joel uses to select funds that meet your needs within each broad investment category.