Associate Portfolio Manager, Investment Advisor, CFP®
BMO Nesbitt Burns
429 Elizabeth Street
Investment Programs Tailored To Fit Your Needs — I can help you choose with Confidence
Whether you're looking for the growth potential of equities, the safety of fixed income, or the ease of diversification investments offered by mutual and segregated funds, we have the choice of investment programs you need. We further enhance your investing options by offering fee-based and asset management investment programs as well as more traditional, commission-based investing.
Backed by our industry leading equity research, Equities are the long-term growth component of a successful investment strategy. If you’re looking to build wealth, stocks should play a major role in your investment portfolio.
BMO Nesbitt Burns Equity Accumulator Program® a convenient way to get the most out of your stocks and achieve long term success. It allows you to automatically reinvest dividends.
2- Fixed Income
Looking for diversification, Income and safety capital offered by fixed income products? BMO Nesbitt Burns offers access to a wide range of fixed-income securities, which i can help you chose the best investment programs available to fit your needs.
3- Mutual Funds
Designed for investors seeking long-term capital growth with superior performance. I have access to our mutual fund specialists and more than 8000 funds, including BMO Nesbitt Burns Group of Funds. I can provide one-stop, cost-effective access to portfolios of individual mutual funds.
4- Segregated Funds
Segregated funds provide unique features and guarantees not generally available in traditional market-based investments.
5- Fee- Based Programs
These investment programs are highly customized to meet the needs of specialized investors. Combines the benefits of an ongoing relationship with your Investment Advisor with the additional option of online trading all for one competitive all-inclusive annual fee.
6- Managed Asset Programs
With BMO Nesbitt Burns Architect, Advance, Blueprint and Quadrant programs working together, I help develop your investment strategy and then leave the day -to- day implementation of the strategy to expert portfolio managers. These investment programs are for investors who wants greater investment flexibility and freedom or seek asset management on their behalf.
7- Cash Management
Combine banking services with the flexibility of your BMO Nesbitt Burns investment account. In addition to convenience, combining your finances means I can help you with a broader spectrum of your all your financial needs.
'In 2008 we made the decision to transfer our investment and retirement portfolio to BMO Nesbitt Burns and specifically under the guidance of Angela Galer-Grist. Over the past three years, Angela has provided consistent common sense guidance and direction in managing our portfolio and estate needs. Angela has demonstrated extensive knowledge and expertise in financial planning but has been very effective in communicating complex subject manner in a language we can understand and comprehend. Angela provides regular updates on our portfolio status and provides recommended adjustments aligned with our investment goals. In addition to these regular reviews, Angela is always available to meet with us or answer questions in person or on the phone. The combination of extensive knowledge, consistent availability and the skill to communicate effectively has given us confidence that our savings and investment portfolio is in capable and trusted hands.' J.C and L.A
Contact me today for investment programs that fits your needs!