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Murphy Chan B. Comm. Portfolio Manager
CIM®, FCSI, CFP
MC Wealth Management Team

Winnie Koch
Boris Tang

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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Gateway Advantages

Our Commitment :
We are committed to upholding our tradition for impeccable customer service. Our wealth advisor Murphy Chan is available to address any of your concerns at our office locations. Our investment representative Winnie Koch can be reached through phone and email to tackle any administrative issue.

Our earnest desire to set both your mind and heart at peace with each of your portfolio's developments has led us to Gateway. In addition to our interpersonal services at our offices, you are now able to access more information at home. This service, exclusively for registered BMO Nesbitt Burns clients, heightens access to your transactions, your investments, and our expertise.


Gateway:
BMO Nesbitt Burns is proud to introduce Gateway. This online resource allows for 24/7 access to your complete investment profile as well as a complete database of additional market research.


Your open access:
With our gateway service, you can fully take advantage of all BMO Nesbitt Burns has to offer -from monitoring your investment progress, to accessing proprietary market information- all from the comforts of your home!



Monitoring your accounts:
  • view your holdings in detail: either in each of your individual accounts or in one consolidated view
  • check your past and current transactions
  • establish and monitor your virtual portfolios
  • download your holdings and transaction history information into different applications (eg. Microsoft Excel)
  • personalize the naming of your accounts for immediate recognition and define the order in which you view them

Analyzing your portfolio:
  • view your tax-adjusted average cost and unrealized gain/loss information
  • obtain customized charts on securities and indices
  • view the latest news on companies in your portfolios
  • access prices on quotable securities
  • view a customizable summary of the US and Canadian values of your accounts


Accessing additional research :
  • link to your Wealth Advisor Murphy Chan's personal website and e-mails
  • access BMO Nesbitt Burn's top-ranked equity research webcasts
  • access proprietary mutual fund resarch and independent-third-party equity research