I understand that each financial plan will be as unique as the clients I deal with so I offer a wide variety of products and services to meet each and every one of those needs. Whether you are looking for growth, income or tax savings, I can tailor a plan to fit your objectives. Below is a list and description of the wide range of products and services that I offer.
If you're new to investing or not quite sure where to begin, you might want to check out our Investor Learning website.
Retirement Planning is all about where you are today, where you want to go, how you're going to get there and what you're prepared to do. Our sophisticated planning software lets us easily analyze your current financial position and allows me to create a detailed plan to meet your future financial goals whether it be traveling in Europe or playing golf at Pebble Beach.
Estate and Insurance Services
Many people are concerned about remaining financially independent in retirement and preserving the value of their estate for the next generation. Our team can provide you with a plan to ensure that all of those needs are addressed. Whether you are interested in Asset Preservation or Income Generation we can offer you insurance strategies that will not only meet those needs but will complement your wealth management strategy.
I specialize in Equities, Fixed Income Products, Mutual Funds, Segregated Funds, Guaranteed Products, Options and I can customize your portfolio to meet all of your investment objectives. I take the time to get to know your specific financial situation so that I can make the investments that are right for you.
You can always hang your hat on Death and Taxes but we don't want you to dig your own grave because of your tax bill. Whether it be through the use of RRSP's, Insurance Contratcts or Flow Through Shares, I can show you how to make investments that will help you keep those tax dollars in your pocket.
I believe that you should be able to manage your account at a minimal cost. Many investors are afraid to make trades in their accounts out of fear for the commissions that they are charged. Our Meridian Accounts let you say good bye to commissions in exchange for one low all-inclusive monthly fee. You not only say good bye to commissions but you also gain immediate access to our top-ranked research, real time quotes and access to your accounts on-line. This account is perfect for the investor who likes to actively manage their account and who isn't afraid to buy and sell.
BMO Nesbitt Burns Architect Program®
The Architect program is the first of its kind in Canada and utilizes the revolutionary Unified Managed Account. This program allows my clients to combine portfolios managed by several top ranked managers into one account. This type of mandate used to be available only to large institutions; however, BMO Nesbitt Burns has lowered the minimums and has made it accessible to our retail clients. This is my portfolio of choice so give me a call to see if this solution is right for you.
BMO Nesbitt Burns Advance Program®
The Advance Program helps me to utilize the experience of a Professional Investment Manager to develop an actively managed portfolio that will suit your personal objectives. This program is perfect for those investors who wish to remain hands off while still being able to participate in an actively managed account.
BMO Nesbitt Burns BluePrint Program®
The BluePrint Program allows my clients to participate in one or more of seven funds which are actively managed by recommendations given from our top-ranked Research Team. The investor can choose between Canadian, US and Global equity portfolios along with four Fixed Income portfolios. I will be able to determine which of these accounts best suits your financial objectives.
BMO Nesbitt Burns Quadrant Program®
The Quadrant Program allows the investor to participate in numerous funds and markets at the same time. The portfolio contains a number of funds which are all exposed to different sectors and markets to provide optimal diversification in every type of market condition. Our Associates at SEI Investments monitor these funds daily to ensure that they are keeping pace with the current market trends.