Boris Nikolovsky

Senior Investment Advisor, Portfolio Manager

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

Address

BMO Nesbitt Burns
76 King Street W
Cobourg, ON
K9A 2M3
Map

Contact Me

Our Team

 
Boris Nikolovsky
Senior Investment Advisor, Portfolio Manager
 Tel: 905-372-4551
Fax: 905-373-9331
Toll Free: 1-866-290-2434
Email: boris.nikolovsky@nbpcd.com

 LinkedIn
 Twitter
 
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 over 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
Senior 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

 
Jennifer Perry
Administrative Assistant
Tel: 905-373-0874
Fax: 905-373-9331
Email: jennifer.perry@nbpcd.com

Jennifer joins our team with strong administrative experience. She is dedicated to providing an exceptional client experience, and ensures clients have prompt and efficient service. Jennifer enjoys playing soccer and spending time with her family when out of the office.