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Bradley Goldhar
Sofia Sapra
Sherman Sung
Norman Shiner
Marianne Cizmar
Bronwyn Scott

Tel: 416-359-6650

BMO Nesbitt Burns
1 First Canadian Place
39th Floor, P.O. Box 150
Toronto, ON
M5X 1H3

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Asset Allocation

Our investment approach starts with structuring an appropriate asset allocation for each client using a combination of (1) cash and short-term securities (2) fixed income and (3) equities.  We take into account:

  1. Key investment objectives

  2. Risk tolerance

  3. Tax considerations as after-tax returns are what matter

We then identify the best combination of investment solutions for each type of asset.