Financial Planner, Portfolio Manager
BMO Nesbitt Burns
606 - 4th Avenue South
INVESTMENT PHILOSPHYRisk Management is a key strategy we follow when managing client's wealth. By managing risk, this allows our clients to have a smoother ride while hitting their financial goals along the way. A key determinant to successful investing is an appropriate mix of assets - cash, stocks and bonds. Using recommendations from BMO Nesbitt Burns' Research Department, we work closely with our clients to develop portfolios that are appropriate for them. As part of our long-term relationship, we will recommend changes to a portfolio mix if personal circumstances change.
SERVICEWe are committed to building a solid, lasting relationship with our clients. Keeping clients informed is a top priority for us. 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, and changing market conditions. We regularly review goals, strategies, and portfolio performance with our clients.
ABOUT BMO NESBITT BURNSBMO Nesbitt Burns is one of North America's leading full-service investment firms. It has been committed to helping clients meet their investment objectives and goals since 1912. Today, BMO Nesbitt Burns is focused on meeting the needs of individual investors through a customized approach to wealth management, including our award winning equity research. As part of BMO Financial Group, BMO Nesbitt Burns also provides clients with access to one of the broadest selections of wealth management solutions and services available today.