"Wealth has its advantages, but wealth with planning has possibilities."
Investment Philosophy: We
believe that investment success is the result of developing a
disciplined process and sticking to it. We believe that managing risk
is just as important as pursuing return.
Mission Statement: Our
mission is to help our clients achieve financial peace of mind by
providing them with tailored solutions and superior advice.
The Colin Ryan Group is a Winnipeg based wealth management team in The Private Client Division of BMO Nesbitt Burns , one of Canada’s foremost wealth management firms.
provide an integrated suite of solutions and advice to high net worth
clients as we specialize in growth and income strategies as well as retirement and estate planning for conservative investors. We believe that managing risk is just as important as pursuing return.
taking a portfolio approach to each client's wealth management needs,
we take the time to establish goals, objectives, and constraints while
constructing a comprehensive and customized portfolio management,
retirement plan, education plan, and estate planning need that is
completely objective and uniquely their own.
Through BMO Nesbitt Burns ,
we have access to some of the top discretionary asset managers in the
world, helping to protect your family’s wealth from erosion in a complex
and challenging environment. BMO Nesbitt Burns also has the top ranked
investment research team in Canada*, that specializes in stock, bond and
economic research. In addition, we have access to research from some of
the top Wall Street firms like S&P Advisor.