Tel: 613-567-6253
Toll Free: 1800-267-1276

Address

BMO Nesbitt Burns
269 Laurier Ave. West
Suite 201
Ottawa, ON
K1P 5J9
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Our Philosophy

Berryman and AssociatesInvestment Beliefs
 

We believe in owning uncomplicated portfolios of direct securities.  There are four tenants to our beliefs:
  • Risk is Personal. Risk begins with the asset-mix which is personalized for each portfolio.
     
  • Own Quality.  Quality is reflected in the selection of fixed-income and equity investments.
     
  • We do not chase the index. Our emphasis on quality is an attempt to manage volatility.  An unintended consequence of this is portfolios that are often not representative of the index.
     
  • Understand Fees.  You should know the fees that you pay.  You should also understand the detrimental effect high fees can have on long-term results.