Providing you with a different level of expertise to the field of retail investment management.
Welcome
K. Blair Brace, CFA, M.A. (Economics) is a Portfolio Manager and Senior Investment Advisor with BMO Nesbitt Burns, bringing over 20+ years experience in the investment industry and management of client's wealth.
The investment industry is full of bias, sales and investment strategy pitches based on “hope.” I do things differently. I made the decision, from the start, that my investment strategies would be based on my own research and set out to formally build my own portfolios, risk management and security selection techniques. The ability to understand and adapt to changing market conditions, with a focus on a more-steady equity curve without the bear market draw downs, is the goal of my process. Risk management should be more highly valued than return management. Too many investors adopt a finger crossing, buy-and-hold approach instead of carefully assessing risks and probabilities when making decisions.
My team treats our client’s finances just as we treat our own finances. We invest in the way that our clients invest. Far too many advisors don't. Why not?
Cari Thurlow is a Senior Licensed Sales Assistant with over 15 years experience in the financial services industry. She consistently goes “above and beyond” to help our clients, providing unparalleled service and support.
Our team is dedicated to building life-long client relationships based upon value, trust, and confidentiality. "Extreme Service" is our goal.
