Creating custom portfolios where clients will invest their hard-earned money is a responsibility we take very serious. We perform an in-depth review of all our recommended holdings by leveraging the extensive resources BMO Private Wealth has access to. This includes industry-leading research coverage from BMO Capital Markets, various third-party research providers, and the in-house expertise of our Portfolio Advisory Group.
The first and most important step in the development of any portfolio is understanding the client’s unique situation. We will obtain a clear understanding of your objectives, time horizon, risk tolerance, and cash flow requirements while always looking to uncover any tax implications or savings opportunities. Equipped with this information, we will create a custom portfolio of individual holdings and manage each portfolio personally on a go forward basis, continuously monitoring and rebalancing, when necessary, to ensure your portfolio is always aligned with your investment strategy.
Whether you are a conservative or a growth-oriented investor, and whether you are at the pre-retirement or post-retirement stage, we will design a prudent investment plan that best suits your needs.
At BMO Private Wealth, we have the ability to build a portfolio that is customized to suit your needs no matter how complex and sophisticated they may be.
First, we will obtain a clear understanding of your long-term objectives, appetite for risk, need for cash flow and stable returns, and the current tax efficiency of your investment strategy.
Then, we will integrate your goals into a portfolio, applying our approach that emphasizes risk management, diversification across asset classes and tax-efficient asset allocation. Our team builds all-season portfolios designed to thrive even through difficult markets and takes a consistent approach during all cycles. Striving for a good, risk-adjusted return, we look for strong balance sheets and smart management teams within companies that can adjust nimbly to changing needs, trends and unforeseen influences.
Then, we will integrate your goals into a portfolio, applying our approach that emphasizes risk management, diversification across asset classes and tax-efficient asset allocation.
Our team builds all-season portfolios designed to thrive even through difficult markets and takes a consistent approach during all cycles. Striving for a good, risk-adjusted return, we look for strong balance sheets and smart management teams within companies that can adjust nimbly to changing needs, trends and unforeseen influences.
Paying attention to your precise risk tolerance, we will design and monitor a unique portfolio based on your individual parameters. Our goal is to maximize your long-term growth potential while creating a tax-wise, consistent income stream for retirement. We will monitor your portfolio regularly and carefully to manage risk and report your progress in meetings with you on an agreed upon schedule.
Our investment recommendations are based on industry-leading research coverage from BMO Capital Markets and select third-party research to make certain that your portfolio is prudently invested and focused on generating long-term returns consistent with your profile. We continually rebalance our portfolios to keep our numbers on track. That is, we recalibrate to maintain the asset allocation percentages we have agreed upon. This is key to your long-term success.
Our investment recommendations are based on industry-leading research coverage from BMO Capital Markets and select third-party research to make certain that your portfolio is prudently invested and focused on generating long-term returns consistent with your profile.
We continually rebalance our portfolios to keep our numbers on track. That is, we recalibrate to maintain the asset allocation percentages we have agreed upon. This is key to your long-term success.