Our Process

Whether you are a conservative or a growth-oriented investor, and whether you are at the pre-retirement or post-retirement stage, we will design a prudent investment plan that best suits your needs. At BMO Private Wealth, we have the ability to build a portfolio that is customized to suit your needs no matter how complex and sophisticated they may be.

1. Understand Your Goals

Every client is unique, and every portfolio should be too.

The process begins with a conversation about your financial goals, investment experience, income requirements, family circumstances, and long-term priorities. Taking the time to understand your situation helps establish the foundation for a successful investment strategy.

2. Build a Customized Portfolio

Based on your objectives and risk tolerance, Sheldon develops an investment strategy tailored specifically to your needs.

Rather than relying on a one-size-fits-all approach, portfolios are constructed to reflect each client's unique circumstances and long-term objectives.

3. Implement and Monitor

Once your strategy has been established, your portfolio is carefully implemented using a disciplined, long-term approach focused on quality investments.

Regular reviews help ensure your portfolio continues to reflect your goals, objectives, and changing circumstances. As markets evolve and life changes, recommendations are adjusted when appropriate to keep you on track.

4. Ongoing Guidance

Successful investing is a long-term process.

Since joining BMO Nesbitt Burns in 1998, Sheldon has helped clients navigate multiple market cycles with experience, discipline, and perspective. Through changing markets and life events, clients can count on ongoing advice, communication, and support.