Toll Free: 1866-241-3696
885 West Georgia Street
With over 33 years of investment advising experience, Ken offers a variety of products to fit the needs of his clients.
The Advance Program
Hire some of the best money managers in the world to manage your personal segregated portfolio on a discretionary basis. These managers are normally available only to very high networth investors with millions to invest, but you can hire them for just a fraction of their minimum amount. A comprehensive questionnaire will allow us to match your needs and objectives to the best manager. You will have potential to earn double digit returns with the lower risk that comes from very extensive diversification. (Ask for an information kit today)
The BluePrint Program
This program is our own in-house professionally managed portfolios. If you are looking for a vehicle that has been outperforming the market over time, the TSE 300 or the S&P 500 index, then consider the BluePrint Canadian Equity porfolio or the BluePrint US equity portfolio. These two portfolios contain the some of the best stocks in the market. (Ask for more information today)
The Quadrant Program
No other investment management service we have offers you more investment management style diversification than the BMO Nesbitt Burns Quadrant Program. This program gives you a large selection of different portfolios to choose from. Depending on your investment objectives, you will have a portfolio comprised of up to 23 proprietary mutal funds managed by some of the best managers in the world. With this program you will have diversification by manager, by their investment styles, and by asset allocation. There will also be a manager of mutual fund managers called SEI Investments Canada who will actively re-balance your mutual fund portfolios as values change to enhance performance over time while monitoring the performance of each mutual fund manager.
Insurance Products and Advice
Ken is positioned to offer you insurance products* such as term life, universal life, disability insurance as well as income annuities for life. These products are just part of the estate planning services we can provide jointly with the Trust Company of the BMO Bank of Montreal.