BMO Nesbitt Burns
525 8th Avenue SW
Mustapha Wealth Management
Our Investment philosophy centers on managing risk and reducing overall volatility. We build portfolios that are well balanced, diversified and generate regular income. The focus is on large, developed markets like the US, Canada and Europe.
We prefer to focus our equity exposure to large liquid and well covered dividend paying stocks. In this low interest rate environment we employ a variety of fixed income strategies with short durations to guard against rising rates. Capital preservation and low turnover define the strategy.
Our strategy with owning a well-diversified portfolio of high-quality stocks with attractive fundamental prospects enhances your portfolio’s ability to deliver attractive returns in the long-term, while reducing risk at the same time
Our team will work with you to understand your specific needs, expectations and goals. A unique investment strategy will be crafted and implement, tailored to provide you with your desired solutions and outcomes. We take pride in providing our clients with these unique and personalized investment plans that aim to effectively maximize returns while minimizing tax and risk.
Among many other offerings, we have access to our in-house Estate and Tax Planning professionals who will work with us to tailor a comprehensive Wealth Plan to address any tax, insurance, estate and business needs you may have.