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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

Global Sustainable Investing




I’m very pleased to announce that I will be offering a Global Sustainable Investing (SI) Discretionary Managed Portfolio. For clients who place a high value on SI principles, I will offer a complete portfolio solution focussed on global investment ideas that align clients' investments more closely with their values. I intend to complement existing portfolios with SI considerations, while adhering to the standard principles of conservative investing and adequate diversification.
 


The objectives of the portfolio are to:
 
  • Provide an opportunity for long-term growth of capital by investing in a globally diversified portfolio of equity securities;
  • Focus on strong businesses with a potential for significant long-term growth; and
  • Reveal an increased global universe of companies that strive to have a positive societal impact alongside a financial return.
 
The Portfolio consists of 20 equally-weighted large and liquid companies (at least $10B market cap) and avoids deep value and momentum picks.
 
 
Please contact me if you want to discuss further. ~  Boris