Our Process


Retirement Planning           

Working with BMO Nesbitt Burns’ sophisticated planning software, I can provide you with a customized, easy to understand road map to achieve your retirement income goals. I can help you evaluate the impact of inflation and taxes on your retirement income, and assess how much money you'll need to save to reach your goals. Most importantly, you will get the information necessary today to allow you to chart your future course to financial success.

Our Managed & Fee Based Programs                                                                          

Managed Portfolio Account


As your BMO Nesbitt Burns Portfolio Manager, I take a comprehensive approach to managing your portfolio.  After conducting a thorough assessment of your wealth management needs and goals, I will work with you to prepare a personalized investment strategy, which includes the development of an Investment Policy Statement (“IPS”). Your IPS will be used to construct, manage, and monitor your portfolio.

Meridian Program


The Guided Dividend Portfolio process is designed to provide a simple, yet disciplined approach to managing your equity portfolios. By following the process guidelines, your portfolio will be well diversified and structured to fit the BMO Capital Markets economic outlook and BMO Capital Markets Research recommendations. With the Guided Portfolios, you will always own a well-diversified portfolio of well rated stocks with attractive fundamental prospects. The diversification enhances your portfolio’s ability to deliver attractive long-term total returns while reducing risks.


Architect Program


The Architect Program is a new kind of investment solution – a unified investment account (UIA) that brings together the best of separately managed accounts (institutional money management, customized portfolios, and direct ownership of the underlying securities) with the best of traditional investment accounts (ability to hold and trade eligible securities). All within one coordinated portfolio, with all the rigorous oversight and due diligence from our internal and external teams.