The BMO Nesbitt Burns Managed Portfolio Program
As a Portfolio Manager I am able to offer The BMO Nesbitt Burns Managed Portfolio Account (MPA Program) to those clients who wish to delegate the day-to-day decision making and implementation responsibility of the investment process. This gives you freedom and peace of mind.
I provide clients enrolled in the MPA Program an annual written review of their investment portfolios’ progress, putting the results achieved in the context of the performance of our financial markets.
Minimum qualification for the MPA Program is $2,000,000.
I suggest you read my most recent factsheet to become familiar with the investing themes and types of companies that I think will reward my clients very well over time. I consider U.S. equities, a long-time particular focus of mine, to be my specialty and I think that incorporating America’s great companies is more critical than ever to having a well-diversified, top-tier quality portfolio. If after considering the info about our current portfolio and historical returns, you believe it’s time to upgrade your investment and wealth management, we would welcome a call.
Mark Lalonde, CFA
Senior Portfolio Manager & Wealth Advisor
To arrange a complimentary consultation, please call my associate Daniel Khayat at 514-871-7006.