your financial goals takes careful planning, consideration and
execution. This process enables you to clarify your priorities so you
can focus on achieving your objectives. To attain your goals, you need
to know where you are today, where you want to go, how you are going to
get there and what you are prepared to do to make sure you reach them.
Nesbitt Burns advisors use a state-of-the-art financial planning tool
to help you achieve your financial goals. Whether your situation is
simple or more complex, this tool provides the analytical engine to
create a customized financial plan. Best of all, the plan is easy to
Some of the unique features include:
Asset Mix Management
- The full financial spectrum (investment, tax, estate, education, insurance and more) to develop a truly integrated plan.
- The ability to view side-by-side comparisons of potential strategies to give you a clearer picture of your options.
of all, this tool allows our team to ensure that you receive a
realistic and understandable view of your goals, and most importantly,
the options of how to get you to where to want to go.
key determinant to successful investing is an appropriate mix of assets
- cash, stocks and bonds. Using recommendations from BMO Nesbitt Burns'
research department, I work closely with my clients to develop
portfolios that are appropriate for them. As part of our long-term
relationship, I will recommend changes to a portfolio mix if their
personal circumstances change.
Canadian Equities/U.S. Equities
investors with a long-term outlook, equities have historically
outperformed other classes of securities. Drawing on the expertise of
BMO Nesbitt Burns top-ranked research department, I will recommend a
well-diversified portfolio of Canadian and/or U.S. equities to help meet
each client's needs for capital growth.
and corporate bonds, T-bills and other fixed income securities
constitute a major component of many of my clients' portfolios. The wide
selection of issues available through BMO Nesbitt Burns is sure to
include the right term and yield for any investor. I believe that fixed
income vehicles offer an extremely attractive way to achieve steady
income, moderate investment risk and potentially generate capital gains.
I am committed to building a
solid, lasting relationship with my clients. Keeping clients informed
is a top priority for me. This means providing access to a wealth of
educational materials, promptly returning phone calls, and quickly
following up on administrative issues. It also involves monitoring
accounts on an ongoing basis to take advantage of opportunities as they
arise with changing market conditions. I regularly review goals,
strategy and portfolio performance with my clients.