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Lawrence Ross
Jonathan Gottesman
Frances Dimou
Georgia Kapogianis

BMO Nesbitt Burns
1 First Canadian Place
38th floor, P.O. Box 150
Toronto, ON
M5X 1H3

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The Lottery Question

Posted on: June 14, 2021

Winning the lottery has incredible appeal; however, we should all be careful what we wish for. There are stories out there of many people who go through the money quickly, relationships that change for the worst and in some cases, the loss of personal purpose. By: Lawrence Ross

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The No-Retirement Solution

Posted on: June 10, 2021

A retirement full of leisure time is wasted on the elderly. Why not start doing the fun stuff now? People who know me are aware that I’m passionate about this theme. By: Lawrence Ross

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Goals Based Investing

Posted on: May 25, 2021

Goals-based investing helps you make investment decisions according to your unique and personal circumstances. It fosters a view that promotes a long-term perspective to investing. Instead of concentrating on performance relative to a benchmark, goals-based investing is structured around you as an investor and your personal objectives. By: Jonathan Gottesman

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Account Rebalancing

Posted on: April 28, 2021

To ensure you remain on track with your goals and maintain your risk profile, a simple, yet powerful, strategy known as portfolio rebalancing should be applied. By: Jonathan Gottesman

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