Managing Your Portfolio

At BMO Private Wealth, we have the ability to build a portfolio with a high level of sophistication that is customized to suit your needs, no matter how complex they may be.


First, we will obtain a clear understanding of your:

  • Long-term objectives,

  • Appetite for risk,

  • Need for cash flow, stability of returns, and

  • The current tax efficiency of your overall investment strategy.

Then, we will integrate your personal and professional goals into one disciplined portfolio, applying our prudent and disciplined approach that emphasizes risk management, diversification across asset classes and tax-efficient asset allocation.


Paying particular attention to your precise risk tolerance and maintaining low and transparent fees, we will design and monitor a unique portfolio based on your individual parameters. Our goal is to maximize your long-term growth potential while creating a tax-wise, consistent income stream for retirement. We will monitor your portfolio regularly and carefully to manage risk and report your progress in meetings with you at least twice yearly.

Due diligence.

Our investment recommendations are based on industry-leading research coverage from BMO Capital Markets and select third-party research to make certain that your portfolio is prudently invested and focused on generating long-term returns consistent with your profile.

Discretionary services.

The Nelson Gonchar Wealth Management Group is qualified to perform discretionary investment management. This means you can entrust us to make your investment decisions following the parameters we set together. This frees you from stress, allows you to focus on what you do best, and empowers us to act quickly when opportunities or risks arise.
We will create an Investment Policy Statement (IPS) – a customized document that details your goals, risk tolerance, time horizon, preferences and interests. Using these unique parameters as a roadmap, we will do all the day-to-day buying, selling and wealth planning for you. You pay one single, asset-based fee and our interests are aligned because you and our team both benefit when your asset base grows.