Jose Desjardins, CIM, F.Pl.

Portfolio Manager

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.

CHRIS ARMAOS

Private Banker

Jayson Desjardins

Administrative Assistant (not-licensed)

Jason Chales

Private Banker

Welcome to BMO Nesbitt Burns

At BMO Nesbitt Burns, our investment advisors can help you build a plan that meets your current and future needs. No matter what stage of life you are in, our advisors help individuals, families, successful entrepreneurs, professionals and corporations with sound financial advice.

 

Do business with an advisor

We are here to help you prepare for the expected and unforeseen events in your life. From getting married to buying a house and planning your children's future to starting a business, anything is possible! Our investment advisors can guide you through these important transition periods.

About Us BMO

Nesbitt Burns Investment Advisors have a long history of serving the wealth management needs of Canadians. We are proud of the lasting relationships we have built with Canadian families over generations.

Through partnerships within BMO Financial Group, BMO Nesbitt Burns Investment Advisors have access to a wide range of resources that enable them to better meet the wealth management needs of their clients, including loans, estate planning, insurance, estate or succession planning and more. We offer clients a highly personalized service and we have more than 50 offices across the country.