Skip Navigation

Contact Us

Russell Butler
Tanya Paterson
Katie Wyse

Tel: 519-823-7751

Address
203-649 Scottsdale Dr.
Guelph, ON
N1G 4T7
Map

Asset Mix Management

Asset Mix Management


A key determinant to successful investing is an appropriate mix of assets - cash, stocks and bonds.

Using recommendations from BMO Nesbitt Burns' Research Department, I work closely with my clients to develop portfolios that are appropriate for them. As part of our long-term relationship, I will recommend changes to a portfolio mix if their personal circumstances change.