Jose Desjardins, CIM, F.Pl.
An experienced Portfolio manager and wealth professional
I have been servicing clients in the investment industry for 25 years, I joined BMO in 2003, and BMO Nesbitt Burns in 2007. I'm a graduate of HEC Montreal and as well as The Quebec Financial Planning Institute (IQPF) and Canadian Securities Institute (CSI) as a Portfolio manager.
A personalized approach
Each portfolio is unique and tailored to the needs of each individual. They are personalized with a blend of equities, preferred shares, government and corporate bonds, guaranteed investment certificates, exchange traded funds (ETF) and mutual funds. I work closely with my clients to formulate customized investment strategies
designed to improve portfolio returns, while keeping risk at acceptable levels.
The importance of a methodology
Preserving capital in today's increasingly complex market place requires an investment discipline and methodology. The way risk is managed and the selection of your asset mix in the portfolio will determine your volatility and performance. Each investment is carefully selected and analyzed with the help of our research department. We only select the best and most suitable investment solution tailored to your needs and review regularly the environment and information related.
First class service - a promise
I am committed to building a solid, lasting relationship with all my clients. Keeping clients informed is a top priority for me, and this means providing access to a wealth of educational materials, promptly returning phone calls, and quickly following up on administrative issues. It also involves monitoring accounts on an ongoing basis to take advantage of opportunities and changing market conditions as they arise. I regularly review goals, strategy and portfolio performance with my clients.