Tel: 514-877-7580

Address

BMO Nesbitt Burns
1501, ave. McGill College
Bureau 3200
Montréal, QC
H3A 3M8
Map

Contact Us

Partnership Process

1. First meeting - Introduction
  • Presentation of the group, its business philosophy and its investment methodology.
  • Understanding your situation and defining your objectives.
 
2. Second Meeting - Financial diagnosis

Overall analysis of your financial status and your objectives and constraints in order to devise your investment strategy.

 
3. Third meeting - Solutions and recommendations 
  • Detailed presentation of the investment proposal.
  • Partnership agreement and implementation of the investment strategy.
 
4. Follow up & Service
  • Annual meeting
  • Personal contact every quarter
  • Detailed reports(portfolio, performance and fees)