Tune into our new, The Wealth Experience, podcast channel: https://www.bmo.com/main/wealth-management/the-wealth-experience-financial-podcast/
I’d like to invite you to tune into our new BMO Wealth Management podcast channel, The Wealth Experience
. Through this channel you’ll have access an expanding library of podcasts from BMO’s experts and industry thought leaders, on a range of important topics to keep you informed and help you manage your wealth with confidence.
Attached you’ll find all the details on how to access The Wealth Experience
podcast channel – and start tuning-in.
The Wealth Experience will be regularly updated, so it’s important to revisit the channel for new podcasts. Currently, the following episodes are available:
• Family Meetings
, featuring Ruth Steverlynck of Your Family Enterprise Advisors Inc. and Paul Attia, a family enterprise advisor
• Shared Values for Shared Success
, featuring Ruth Steverlynck of Your Family Enterprise Advisors Inc. and Michelle Osry, leader of Deloitte Canada’s Family Enterprise Consulting practice
To provide you with perspective on the year ahead, 2019 Market Outlook: The Year Ahead
is now available through the new BMO Wealth Management podcast channel, The Wealth Experience.
Tune in and hear what our panel expects to see in the coming year, and opportunities for investors. Our featured panel of experts include: Brian Belski,
BMO Capital Markets; Stéphane Rochon,
BMO Nesbitt Burns; Lesley Marks,
BMO Private Banking; and Michael Gregory,
BMO Capital Markets.
My 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.
PROACTIVE INVESTMENT MANAGEMENT
My 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 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.
I invest your money and more:
I am committed to actively manage it for you.
Knowing my Clients
The 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 retirement objectives.
Trust & Information
I 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.
- Monitoring 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
As 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 banking.