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Murphy Chan B. Comm., CIM®, FCSI, CFP
Winnie Koch

Tel: 604-927-1325
Toll Free: 866-501-5053
Fax: 604-927-1327

Address
885 West Georgia Street
18th Floor
Vancouver, BC
V6C 3E8
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Products and Services

With your investment objectives as a guide, Murphy will suggest products and services that match your unique retirement and estate investment profile and objectives.

Retirement Planning
Fee-Based and Managed Products
Mutual Fund Products
Segregated Funds
Estate Planning
Asset Mix Management
Investment Management
More Products and Services

Retirement Planning
A BMO Nesbitt Burns Self-Directed RRSP is a great way to save for your retirement. And charting a course for your retirement savings has never been simpler than it is with BMO Nesbitt Burns sophisticated planning software. Together, you and your Investment Advisor use this powerful software program to chart a course that's tailor-made for you. If you have recently been downsized, BMO Nesbitt Burns sophisticated planning software will help you through the important decision-making process.
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Fee-Based and Managed Products
There are many different types of fee-based products. One common advantage, however, is that there are no transaction fees – just a pre-set amount. BMO Nesbitt Burns offers the Advance Program®, the BMO Nesbitt Burns BluePrint Program®™, the BMO Nesbitt Burns Quadrant Program® and BMO Nesbitt Burns Meridian Program®™.
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Mutual Fund Products
BMO Nesbitt Burns offers several unique mutual fund solutions. BMO Nesbitt Burns Group of Funds is a diverse family of proprietary investment options based on our top-ranked research1. A wide range of Approved Third Party Funds are also available. BMO Nesbitt Burns Wealth Administrator® allow you to make investments directly into one or more of the high quality mutual funds on the extensive list offered through BMO Nesbitt Burns. For an overview of how to get started with mutual funds, see Our Services.
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Segregated Funds
Segregated (seg) funds are professionally managed pooled funds, with investment merits similar to mutual funds. Seg funds are only offered through individual variable deferred annuity contracts sold by Life Insurance companies. See further details about segregated funds.
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Estate Planning
To make sound decisions about estate planning you need more than simply expert advice. Visit this section for more information about BMO Nesbitt Burns' estate planning products and services, including the capital gains tax protector, Charitable Giving and the registered asset preservation plan.
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Asset Mix Management
Murphy believes that a key determinant to successful investing is the mix of types of assets - cash, stock and bonds - in his clients' portfolios. By modifying the mix of assets according to recommendations from BMO Nesbitt Burns Research Department, investors have the opportunity to improve their portfolio's return, while keeping risk at an acceptable level. Working closely with his clients, Murphy will also recommend changes to a portfolio's mix should personal circumstances change.
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Investment Management
For sizeable investment portfolios, professional investment management may be the best way to realize the goals individuals or organizations would like to achieve. The BMO Nesbitt Burns BluePrint Program®™ allows clients to choose from five model portfolios developed by our award winning in-house reserach team.

Another exclusive product is the BMO Nesbitt Burns Advance Program® and BMO Nesbitt Burns Quadrant Program®, which combines the services provided by Murphy with those of some of the best investment managers in North America. Working closely with his clients, Murphy will formulate a customized investment strategy designed to move towards these goals.

For investors who want to take a hands on approach to investing, BMO Nesbitt Burns now offers BMO Nesbitt Burns Meridian Program®™. You can have the benefit of our advice, expertise, recommendations and guidance - along with the option of online trading - all for one competative, all-inclusive annual fee. This innovative program provides you with instantaneous online access to a wealth of expertise and information - including near real-time details on your existing holding, and on the investment opportunites identified by the top-ranked* BMO Nesbitt Burns Reasearch Team - wherever and whenever you want.
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More Products & Services
With the BMO Nesbitt Burns Prime Access Account®, you can have direct access to the cash held in your investment account. The BMO Nesbitt Burns Equity Accumulator Program®™ is designed to help you take advantage of dividend reinvestment programs.
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