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Janet Devereaux, CIM®, PFP®, FCSI®
Nicole Flemming, BBA

Address
65 Regent Street
Suite 200
Fredericton, NB
E3B 5A6
Map

Our Services

Financial Planning

Achieving 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.

BMO 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 understand.

Some of the unique features include:
  • 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.

  • Most 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.

Asset Mix Management

A 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

For 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.

Fixed Income

Government 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.

Service Excellence

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.