BMO Nesbitt Burns
1850, rue Panama
We offer innovative investment solutions based on capital preservation and long-term growth. In this regard, we determine the optimal composition of our clients' portfolios according to their specific needs and objectives. Strategic Asset Allocation and Portfolio Diversification are undoubtedly excellent methods that we take into consideration in the development of our investment strategies.
In addition, it is essential to work closely with each client to develop customized investment solutions to improve portfolio returns while reducing volatility to a reasonable level. Whether clients are cautious, seeking revenue or seeking growth, each investment strategy will be tailored to the client's financial situation and needs.
Establishing a successful relationship with the client requires:
• Working together to develop mutual trust, respect and understanding.
• Keep abreast of changes that may affect your strategies.
• Be honest about your situation and financial lifestyle.
• Treat you with respect, dignity and honesty.
• Work with you to understand your goals and tolerance for risk.
• Fully explain our investment strategies.
• Meet on a regular basis.
• Personalized service from a dedicated team with extensive experience
• Financial planning and tax planning developed for individuals and businesses
• Personalized portfolio based on the needs and objectives of each individual
• Discretionary portfolios, pension plans, donations or charity
• We also specialize in looking for tax exemptions on capital tax for businesses.