investment philosophy is conservative, based both on capital
preservation and my clients retirement objectives. My renowned expertise
in fixed income instruments, combined with my comprehensive knowledge
of stock markets, mutual funds, derivatives and structured products,
helps me maximize the long-term growth of my clients'portfolios while
minimizing undue risk.
Learn more about François'team.
Learn more about BMO Nesbitt Burns.
PROACTIVE INVESTMENT MANAGEMENT
expertise, backed by the best research in the business and by BMO
Nesbitt Burns' powerful investment analysis programs allows me to manage
my clients'portfolios proactively to achieve the best possible return.
I invest your money and more:
I am committed to actively manage it for you.
develop investment strategies in consultation with my clients to meet
their specific investment and retirement objectives while taking into
account their risk tolerance. Each client's portfolio is constructed
with strategically selected financial instruments in order to achieve
the best possible growth. I also provide strategies and products to
generate tax efficient returns, including estate planning services.
Knowing my Clients
thorough knowledge of my client's personal situation and their
investment goals is essential to develop and implement a personalized
investment strategy. Together, assisted by BMO Nesbitt Burns' powerful
retirement analysis software programs such as Pathfinder, I can
establish the most appropriate plan to help you meet your financial and
Trust & Information
am committed to establish a solid and lasting business relationship
based on trust with my clients. It is essential that my clients be kept
informed on the evolution of their portfolio and I am committed to
devote the necessary resources and time to insure that they are, namely:
Moreover, our Gateway on-line service even allows access to your account by the internet,
ensuring convenient access to your investments at any time.
of your accounts on a periodic basis in order to identify and discuss
with you investment opportunities compatible with your investment style
and market conditions.
- Mailing of corporate financial information and research publications compatible with your interests and investment profile.
- Ongoing reporting and transmission of detailed quarterly reviews that will enable you to follow your holding's evolution.
BMO NESBITT BURNS
one of North America's leading full service investment firms, BMO
Nesbitt Burns, and its predecessor firms, have been committed to the
highest standards in helping clients meet their investment objectives
since 1912. BMO Nesbitt Burns Investment Advisors draw on the firm's
top-ranked1 investment research and broad range of products and services
designed to meet the specific investment objectives of individual
clients. Through the combined resources of BMO Nesbitt Burns and BMO
Financial Group, our Investment Advisors can help to address all your
financial needs, including estate planning, insurance and private