BMO Nesbitt Burns
399, rue Principale
Granby, QC
J2G 2W7

BMO Nesbitt Burns
399 Principale
Granby, Quebec
J2G 2W7

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Investment Solutions

Managed Asset Programs

Managed Asset Programs offer a better way to manage the complexity and overwhelming choice that comes with investing. They offer you professional money management, adherence to sound risk management principles and stringent portfolio monitoring. With a BMO Nesbitt Burns Managed Asset program, you and I work to develop your overall strategy and then leave the day-to-day implementation of the strategy to expert portfolio managers.
Asset Mix Management

A key determinant to successful investing is owning a mix of assets likely to generate the returns you need while minimizing your exposure to risk. Using recommendations from BMO Nesbitt Burns' Research Department, I work closely with my clients to determine the appropriate mix for them, and then monitor their situation to ensure it remains appropriate.

Mutual Funds

With more than 6,000 funds offered in Canada how do you make an investment choice that is right for you?

Supported by an outstanding Mutual Fund Research Department at BMO Nesbitt Burns and leveraging regular meetings with fund managers, I am on the lookout for funds that stand out in order to integrate them in the portfolios according to the investment strategy inherent to each of my clients.