Investment Philosophy


In serving our clients’ diverse range of financial needs over the last 27 years, The Knight Investment Group has successfully weathered many market cycles. More importantly, we have navigated through the ever-changing needs and goals of our clients to help them be successful during each stage of life. In taking the time to understand each of our clients, our group works through important matters relating to retirement and financial planning, estate and wealth transfer, philanthropy, insurance and even business succession.


The Knight Investment Group's clients range from entrepreneurs to professionals to retired individuals and their families. Despite the many differences in our clients, one thing they have in common is that they are busy and value the advice that we offer them. As a result, they have come to rely on our professional services, which in turn allow them to focus more on the other important aspects of their life.


Service Excellence


The Knight Investment Group is committed to building solid, lasting relationships with our clients. Keeping clients informed is our top priority. This means providing access to a wealth of educational materials, promptly returning phone calls, and quickly following up on administrative issues. It also involves monitoring accounts on an ongoing basis to take advantage of opportunities as they arise, and changing market conditions. We regularly reviews goals, strategy and portfolio performance with our clients.




BMO Nesbitt Burns Meridian Program®

The key to ensuring better and more timely investment decisions is understanding your circumstances, objectives, preferences, and risk tolerance before recommending personalized strategies or individual securities. With the BMO Nesbitt Burns Meridian Program, the process of getting to know you and your preferences is now even easier. With the Meridian Program, you receive the benefits of full-service advisory support from our team along with the convenience and flexibility of Internet access for one all-inclusive fee based on assets under administration.


Canadian Equities/U.S. Equities

For investors with a long-term outlook, equities have historically outperformed other classes of securities. Drawing on the expertise of BMO Nesbitt Burns top-ranked* Research Department, our team will recommend a well-diversified portfolio of Canadian and/or U.S. equities to help meet each client's needs for capital growth.


Retirement Planning

Working with BMO Nesbitt Burns sophisticated planning software program, our team provides our clients with a customized, easy to understand road map to achieving their retirement income goals. The program enables clients to evaluate the impact of inflation and taxes on their retirement income, and assess how much money they'll need to save to reach their goals. Most importantly, they get the information necessary today to allow them to chart their future course to financial success.


Estate & Insurance Planning

To make sound decisions about estate planning, you need reliable information and access to a wide range of products and services. BMO Estate Insurance Advisory Services is dedicated to providing both in response to our clients' growing need for estate planning assistance. Our team will work with an Estate & Insurance Advisor* to combine advanced expertise on estates, insurance, RRSP credit proofing and tax planning to suit our clients' needs.


About BMO Nesbitt Burns


As one of Canada's leading full-service investment firms, BMO Nesbitt Burns serves the investment needs of individual, corporate, government and institutional clients. BMO Nesbitt Burns Investment Advisors draw on the firm's top-ranked* investment research and broad range of products and services designed to meet the specific investment objectives of individual clients. BMO Nesbitt Burns Investment Advisors provide their clients with timely advice, high-quality service and one of the broadest selections of products in the business. In addition to the traditional equities, fixed income securities and mutual funds, BMO Nesbitt Burns has developed an extensive and growing line of proprietary products.




*Insurance services and products are offered through BMO Estate Insurance Advisory Services Inc., a wholly-owned subsidiary of BMO Nesbitt Burns Inc.