We take a prudent approach to investments, driven by:

  1. Preservation of capital
  2. Emphasis on risk relative to return
  3. Strict management of credit quality

Our partner, Richard Belley, is the chief strategist heading the Portfolio Services Group within the Private Client Division of BMO Nesbitt Burns. For high net worth individuals and institutional clients, Richard provides a low-cost alternative for management of fixed income portfolios.

Richard is a member of the institutional Bond Strategy Committee, the Investment Strategy Committee and the Managed Portfolio Account Committee of the Private Client Division.

Richard brings to our team his extensive experience in capital markets and the ability to tailor solutions to meet the unique, specific needs of each client.
See Richard's full bio here.