What You Can Expect As A Client
Anderson Laurin Investment Management
Anderson Laurin Investment Management offers customized portfolio management services for high net worth individuals, private corporations and foundations. Having achieved record high results in client satisfaction levels when measured against top ranked peers in the industry at large, the team has consistently been amongst BMO Nesbitt Burns' leading groups and manages assets in excess of $800 million.
Our goal is to safeguard our clients’ capital and to achieve superior long-term returns on their investments. We have built our business on a commitment to provide clients with sound advice and excellent service. Our equity investments are well-established companies, operating in strong industries, with solid balance sheets. Fixed income investments are purchased for the sole purpose of providing income and preserving capital.
What You Can Expect as a Client
: Supported by BMO Capital Markets research top ranked research.1
we draw on over 70 years of combined investment experience to advise clients. For many of our clients, we act as a personal 'Chief Financial Officer', identifying financial issues that concern them and drawing on BMO Nesbitt Burns's extensive internal resources as well as external sources to help them solve their problems.
Commitment to client service
: Our team approach ensures there is always
a team member available to help when you need assistance. We are committed to providing the best client service possible. Having achieved record high results in client satisfaction levels in the national surveys, clients can expect only the best.
: The relationship with our clients starts with the development of a comprehensive financial plan analyzing their long-term financial and life goals. Each plan incorporates an investment strategy as well as tax implications, retirement and estate planning considerations pertinent to the individual client's situation.
A customized investment portfolio
: An investment portfolio plays a key role in achieving long-term life goals. Conservative by nature, we structure portfolios to achieve long-term growth without undue risk. We focus not only on the expected return of portfolio but on managing and reducing risk. Working in cooperation with your tax consultant and other experts, tax consideration and minimization are key components of our investment strategy.
A competitive fee structure
: We believe that we can best serve your interest through a fee-based approach. This is the most transparent method of conducting business and you will know before hand what to expect. (Available upon request)