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Boris Nikolovsky

Portfolio Manager, Investment Advisor

Tel: 905-372-4551
Toll Free: 866-290-2434

Boris Nikolovsky
Tanya Doxtator

Address
210 Front Street
Belleville, ON
K8N 2Z2
Map

Other Locations

BMO Bank of Montreal
62 King Street West
Cobourg, ON
K9A 2L9

Contact Me

Boris Nikolovsky

Portfolio Manager, Investment Advisor
Assisant Branch Manager
 

Tel: (866) 290-2434

E-mail: boris.nikolovsky@nbpcd.com
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Boris has been with BMO Nesbitt Burns serving higher net worth clients since 1998. He graduated from Dalhousie University and finished post graduate studies at the University of King's College in Halifax. He has been connected to Northumberland County for the past 25 years, putting down roots and volunteering for various community organizations. He has attained his Certified Investment Manager (C.I.M.) designation from the Canadian Securities Institute. He is an accredited Portfolio Manager.

Investment Philosophy

Boris firmly believes that his client's interests are best served by taking a fully diversified portfolio approach to investing and employing the principles of dollar-cost-averaging to take advantage of market volatility and increase returns. Working closely with his clients, Boris formulates a customized investment strategy designed to improve their portfolio's return, while keeping risk at an acceptable level. Beginning with a questionnaire, a client's long-term objectives are established and clearly defined in a written investment policy statement, which becomes the basis of that client's ideal asset mix. Whether his clients are conservative income-oriented investors, or growth-oriented investors, Boris will design an investment strategy that best fits his clients' needs.
 

Professional Development
Portfolio Manager
Canadian Investment Manager, C.I.M.
Canadian Securities Course
Professional Financial Planning
Insurance Advisor with BMO Nesbitt Burns Financial Services Inc.
Technical Analysis Course