Investment Management
Working with our clients we develop customized portfolios to suit your individual needs but when evaluating different investment options we often work with a team of investment analysts. Working with both internal analysts from BMO Capital Markets, BMO Global Assets Management and Third Party analysts we investigate and evaluate each investment opportunity and how it relates to your specific investment strategy and financial plan.
BMO Capital Markets
BMO Capital Markets is a leading, full-service North American-based financial services provider offering equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, securitization, treasury management, market risk management, debt and equity research and institutional sales and trading. BMO Capital Markets has approximately 2,500 professionals in 30 locations around the world, including 16 offices in North America.
BMO Global Asset Management
BMO Global Asset Management is a global investment manager, offering an array of client-focused solutions to meet the ever-changing needs of institutional investors, advisors and their clients. Including discretionary and nondiscretionary assets, BMO Global Asset Management had US$234 billion in assets under management as of March 31, 2017.
Third Party Research Providers
The Sutton-Thiessen Wealth Advisory Group also has access to external top-ranked industry research providers extending beyond our internal relationships at BMO Global Asset Management and BMO Capital Markets, which include:
JP Morgan – New York
Value Line – New York
Morningstar CPMS - Chicago
Francois Trahan – Economics, Policy, Strategy (U.S)
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