Tel: 905-337-2050
Tel: 905-681-7737


BMO Nesbitt Burns
360 Oakville Place Drive,2nd Floor
Oakville, ON
L6H 6K8

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5. Your Portfolio


Your portfolio will take into consideration your risk assessment, time horizon, tax needs and cash flow requirements. These elements are part of the Investment Process which includes your Client Risk Evaluation, Asset Allocation, Macroeconomics and Investment selection