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Charles Funk
Shelley Qually
Jordan Tanner, B.Mgt, RHU

Tel: 403-331-2031

Address
606 - 4th Avenue South
Lethbridge, AB
T1J 0N7
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Asset Mix Allocation

A key determinant to succesful investing is owning a mix of assets likely to generate the returns you need while minimizing your exposure to risk. According to the Brendan Wood International Canadian Equity Research Rankings, BMO Nesbitt Burns has the number one research department in the industry. With this as a tool I work closely with my clients to determine the appropriate mix for them, and then monitor their situation to ensure it remains appropriate.