Unique Portfolios, for Unique Clients.
As an Investment Advisor at Nesbitt Burns Inc. I manage client’s investment portfolios through a careful selection of high quality individual stocks and bonds. By utilizing BMO Capital Markets’ industry leading investment research, I am able to select specific investments in recognition of the need for growth and income, while minimizing undue risk. Each portfolio is tailored to an invidudual client's needs and circumstance, I do not believe in impersonal investing.
My clients include:
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Individuals
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Corporations
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Government Institutions
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Family Partnerships
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Family trusts.
At the heart of my success lies the relationship that I hold with these clients. I am honoured that many individuals have entrusted me as their advisor and it is important that I thank them for their loyalty. It is this loyalty that I am determined to re-earn every year and continue to build upon well into the future.