Portfolio Manager, Vice President
1501, ave. McGill College
I invite you to join my clientele of affluent entrepreneurs and professionals. I have been investing professionally for over 29 years and obtained the Chartered Financial Analyst designation in 1993.
I construct investment portfolios with a very high quality orientation and a particular emphasis on U.S. equities. BMO Nesbitt Burns’ investment research track record is outstanding and I have a group of dedicated analysts and professionals around me who aid me in the investment selection process. America’s great companies are the foundation of my clients’ portfolios and I believe they will continue to deliver relative outperformance vis-à-vis the Canadian stock market in the years to come.
The past five years have been challenging ones for many investors. I have enjoyed exceptional and gratifying client loyalty during this historic period. In good part this is because I have come to understand the unique fundamentals of the equity investments I have made for my clients and those companies have also continued to achieve strong results during difficult economic times.
It is also because of the inherent risk management of the portfolios I construct and manage as well as my dedication to both continuously improve them and to take advantage of market opportunities.
As well, I have remained in regular contact with my clients, putting the macro environment in perspective and communicating important company specific developments to them. This, coupled with my high-quality bias, brings my clients peace of mind.
My clients will tell you all of this. New individuals who have joined my clientele in the last year include overwhelmed self-directed investors, others who have been disappointed with the returns and lack of personal attention afforded by investment counselors and those who have reached the stage when they are ready to move beyond expensive mutual funds but want to entrust the management of their investment portfolio to an experienced professional.
I would welcome the opportunity to speak with you and to arrange a meeting to discuss your investment objectives, review your current portfolio and discuss how you can benefit from my experience and insight and the strengths of BMO Nesbitt Burns.
Mark Lalonde, CFA
Vice-President & Portfolio Manager