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Arsenios Vergis

Investment Advisor

Tel: 416-928-9133
Fax: 416-515-1586
Toll Free: 1800-924-0558

Arsenios Vergis
Ornella Grossi-Novillo

Address
BMO Nesbitt Burns
2 St. Clair Ave. West
19th Floor
Toronto, ON
M4V 1L5
Map

Contact Me

My Process

My most important job is to listen- to understand you and your family's needs, and to work with you to set your investment objectives. We will work to define your tolerance for risk, and then develop realistic investment expectations in combination with reviewing your comfort level.

Step 1
An integral part of this process is the drafting of a written, custom-tailored Investment Policy Statement- the basic blueprint for a plan that is specific to you.

Step 2
Once you have approved the Investment Policy Statement, we use it to create a roadmap to structure your portfolio. You will be able to get advice from the best analysts in the industry here and abroad, and construct a diversified portfolio that confirms to the guidelines and direction you had set in advance.

Step3
This process means you will receive specific and appropriate investment recommendations, and each recommendation will be clear and well thought-out.

Step4
The last step in the process in to monitor results. To do this, we can provide you with computerized portfolio evaluation and tracking, incorporating monthly income reports, annual rate-of-return calculations, research updates on your holdings and more.

The Result?
A portfolio custom-tailored to meet your objectives while recognizing your willingness to accept risk and a process flexible enough to respond to changes in your objectives, but disciplined enough to maximize your financial returns.