Tel: 416-359-4005


BMO Nesbitt Burns
1 First Canadian Place
39th Floor, P.O. Box 150
Toronto, ON
M5X 1H3

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Our Approach

Our Approach

Through a goals-based, dynamic asset allocation approach we help align your unique goals with your assets and risk preferences. We apply our deep understanding of risk to help our investors achieve the returns expected from each asset class assigned to each stated goal. For example, Risk control assets fund shorter-term/higher value goals while risk assets fund your longer-dated goals.

Risk Control assets are high quality (investment grade fixed income), low duration with inflation protection. These low-risk assets are designed to preserve your capital and provide a steady income. The correlation of these assets is low compared to risk assets. Risk assets are mainly optimized for long term growth. Through diversification of the portfolio using Canadian equities, US equities, non-US equities, global real estate and alternatives we look to provide realistic risk-adjusted returns.