BMO Nesbitt Burns
429 Elizabeth Street
2. Asset Allocation
Proactive Asset Allocation
After we have assessed your investor profile we will employ a proactive approach to asset allocation. A sound framework is used to reduce emotional influences and make changes when appropriate.
As we see new opportunities arise in various sectors of the market we will be adopting new strategies.
We will constantly monitor your strategy to ensure it aligns with your personal or family’s financial needs.