Proprietary Products & Performance

Proprietary Products

We believe that many clients are ready to broaden their investment approach in addition to well run in house products.  

At Nesbitt Burns, I have access to a multitude of best in class investment managers specializing and excelling in their area of expertise.

This can result in better risk management, the potential for better returns, and is backed by an exemplary track record of performance.

I believe that clients can benefit by my independent advice combining the best of both in house products and products outside of our firm.  
 

Performance

I believe clients should ask a lot of questions around performance. Ultimately, it is the engine of growth which makes all the financial planning and goal setting come together.

Good questions to ask would be: What are your composite returns for your clients? How does this compare to the relevant benchmarks? What would my returns have been after fees?

Backed by Nesbitt’s industry-leading research and some of the best in class solutions, I will show you how our performance track record compares to your current strategy and identify any gaps.