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Bill Shepherd
Jeff Waite
Karen Theobald

Tel: 705-740-0368
Toll Free: 1800-787-4014

Address

311 George Street N
Peterborough, ON
K9J 3H3
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Research
Equity Research Strengths & Distinctions
Our goal is to be a leader in investment research, providing investors with insight and actionable money-making investment ideas.
Economic and Market Updates
Portfolio Strategy
Strategic commentary and an overview of financial markets.
Portfolio Strategy
The "Made in China" Correction: Market volatility has increased of late as concerns around Chinese economic growth and the associated downdraft in commodity prices have taken hold. The BMO Nesbitt Burns Portfolio, Action and Research Team provides some longer term perspective in their latest Portfolio Strategy.
Monthly Market Commentary
The Monthly Market Commentary, written by the BMO Nesbitt Burns Portfolio Advisory Team, provides investors with an overview of recent events and their impact on the equity and fixed income markets.