Trust | Professionalism | Capability

Tetreault Group – Personalized Portfolio Management


Why should BMO Nesbitt Burns Professional Management Discretionary?

• Personalized approach: Ideal for investors whose needs go beyond traditional investment accounts.

• Direct relationship with a portfolio manager: Establish a relationship of trust with the person responsible for your investments.

• Simplified decision-making: You delegate day-to-day decisions to a professional, while staying focused on your goals.

• Save time: Free yourself from active management and focus on your other priorities.

• Tailored strategy: Your portfolio is designed around your needs, goals and risk tolerance without having to approve every transaction.

• Recognized expertise: Benefit from BMO’s world-class research and proven methodologies.

• Peace of mind: Your investments are in the hands of an experienced manager who acts in your best interest.


Tetreault Group’s approach

• Thorough assessment of your financial needs

• Development of a strategy based on rigorous analyses and international standards

• Create a personalized portfolio aligned with your goals at every step

Martine
Tetreault

 

Read Bio

Valérie
Parent

 

Read Bio

Genevieve
Blais

 

Read Bio

Claire
Blanchette

 

Read Bio

badge