Tetreault Group – Personalized Portfolio Management
Why should BMO Nesbitt Burns Professional Management Discretionary?
• Personalized approach: Ideal for investors whose needs go beyond traditional investment accounts.
• Direct relationship with a portfolio manager: Establish a relationship of trust with the person responsible for your investments.
• Simplified decision-making: You delegate day-to-day decisions to a professional, while staying focused on your goals.
• Save time: Free yourself from active management and focus on your other priorities.
• Tailored strategy: Your portfolio is designed around your needs, goals and risk tolerance without having to approve every transaction.
• Recognized expertise: Benefit from BMO’s world-class research and proven methodologies.
• Peace of mind: Your investments are in the hands of an experienced manager who acts in your best interest.
Tetreault Group’s approach
• Thorough assessment of your financial needs
• Development of a strategy based on rigorous analyses and international standards
• Create a personalized portfolio aligned with your goals at every step
