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Wilkie Kam

BMO Nesbitt Burns
885 West Georgia Street
18th Floor
Vancouver, BC
V6C 3E8

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Our Client Process

Our Client Process

  Discovery Meeting

Your client experience begins with a face-to-face discovery meeting to identify and clarify your investment objectives.

  Detailed Analysis

After our thorough analysis of the information, you will be presented with a unique, custom-tailored portfolio proposal.

  Choosing a Solution

On an on-going basis, we proactively search for attractive investment opportunities. We will assess and recommend suitable choices according to your specific needs and objectives. Collectively with you, we decide on the exact composition of the portfolio.

  On-going Communication

On-going monitoring of the portfolio by us ensures the investment behaviors do not deviate from the original mandate. Periodic portfolio changes are executed due to either a change in the valuation or original investment thesis as required.

  Review and Adjusting to Your Goals

Your client experience will continue with regular in-person meetings throughout the year. The meetings are conducted as checkpoints for both you and our team, and will center on portfolio performance, capital market trends as well as any material changes with you.