1501, avenue McGill College
BMO Nesbitt Burns Architect Program
50/50 and 65/35 Balanced Models
You prefer balance and are looking for a combination of income-producing investments and investments offering a potential for capital gains that can increase your capital sufficiently. You want to preserve the purchasing power of your assets. For this, you are willing to accept more variable short-term performance in exchange for better long-term return potential. You have moderate tolerance for risk and can accept losses during difficult market phases.
Your objective is to preserve the purchasing power of your assets and generate a specific income. As a result, you are looking for a combination of income-generating investments and investments offering potential for capital gains. Your investment horizon is reasonably far-off. You are ready to make investments with above-average risk and can tolerate periods of negative overall return during difficult market phases. Where appropriate, you are willing to include fixed-income securities in your portfolio.
Explore the advantages of professional advice.
Many studies demonstrate the investors who receive professional advice have better long-term results.
To find out more about how we can help your future investments grow (or simply answer your investment questions), contact us today.
1*Both Associate Portfolio Managers and Portfolio Managers can offer the BMO Nesbitt Burns Managed Portfolio Account to clients. For simplicity, we have used the term "Portfolio Manager”. Bank of Montreal or its affiliates may act as a lender or provide other services to certain of the corporations mentioned herein and may receive remuneration for the same.