Portfolio Manager, Investment Advisor
Toll Free: 1800-661-7423
800 Manulife Place
10180 - 101 Street
developing a portfolio it is well proven that the asset mix is the most
important component of the investment process. The asset mix is the
critical choice that must be made between stocks, bonds, and cash.
portfolio is adaptable to whatever criteria you set forth. I will
tailor the portfolio to reflect your investment objectives and risk
tolerance. We give you the ability to be on holidays and be assured
that your money is being properly cared for.
I will strive to
provide you with service that is professional yet personal. Client
meetings will be used to review portfolio performance and to evaluate
any changes in order to ensure that your investment objectives still
coincide with the portfolio.
At BMO Nesbitt Burns we are
experienced and we take a great deal of pride in our customized approach
to designing a portfolio that meet the specific needs of our clients.
Portfolios are designed to achieve maximum performance safely, through
diversification. Contrary to what you may believe, the safest portfolio
is not one comprised of only G.I.C.’s, T-bill’s and bonds. It is a
statistical fact that a roughly equal mix of bonds, managed futures and
equities performs better and is safer over the long term.
associate portfolio manager I have the ability to manage money on a
discersionary basis. It is fully managed by me and I make trades in all
accounts at the same time. I make changes then let clients know about
the positioning every few weeks. It is for busy people who want to hand
off the decision making. The goal is not a high octane portfolio but
one that will return 7% to 12% without a lot of downside. 30% to 50%
bonds depending on the situation. The cash flow is one of the
priorities as is low volatility. I will write covered calls to generate
income on part of the portfolio. The fees are tax deductable and much
lower cost than mutual funds