Shane Duff, CFA
BMO Nesbitt Burns
1 First Canadian Place
40th Floor , P.O. Box 150
“Never put yourself in a situation where you have to sell something in an environment where you should be buying” -
Bruce Flatt, CEO of Brookfield Asset Management
A key message for clients is Discipline
: we focus on your long-term objectives from your plan to manage through the emotional ups and downs of investing.
With a plan in place, we can now start to move towards the investment process and align the correct products and solutions to your individual situation. Our goal is to provide our clients with a suitable after-tax rate of return consistent with their risk tolerance and measured frequently against their plan.
We feel that outperformance over time can be achieved through a disciplined approach that focuses on high quality companies with attractive fundamental prospects and yields across asset classes. Combining our approach with BMO’s industry-leading research and your diverse needs, we will develop a portfolio best suited to you.
We also will leverage the knowledge of our internal partners and others to aid a client discussion, including:
- BMO Capital Markets Research and Economics: This group has been recognized as Canada’s award-winning research team for decades.
- Portfolio, Action and Research Team : With specialized knowledge in Canadian and US equities, investment funds, fixed income and technical analysis, this group provides invaluable research to our strategic portfolio recommendations.