Tel: 514-877-7580


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

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Investment Process

A unique management team providing consistency and repeatability. 

We are basing our recommandations and investments are based on research from BMO Capital Markets, Standard & Poors, JP Morgan and Valueline. Our methodology is independent of market conditions, with the objective of providing solid results over a period of from 3 to 5 years. We seek a return that exceeds your personal benchmark.
Step one - Macroeconomy
The investment commitee formulates an overall vision of the macroeconomic factors that tend to influence the outlook:
- Brian Belski
- Dougla Porter
- Stéphane Rochon 

Step two - Sector Allocation 
The market is divided into basic sectors, differentiated by macroeconomic factors that tend to influence the outlook:
  1. Consumer Discretionary
  2. Consumer Staples
  3. Financials
  4. Utilities
  5. Technologies
  6. Energy
  7. Industrials
  8. Healthcare
  9. Materials
  10. Telecoms
Step three - Stock Profile
The portfolio managers adopt an independent approach in choosing companies according to several criteria:
- Strong fundamentals
- Competitive advantage
- Good liquidity
- Dominant market share