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Nadine Meek

Wealth Advisor, Financial Planner

Tel: 519-942-0061
Fax: 519-942-2249
Toll Free: 800-465-6437

Nadine Meek
Christina Riggs

Address
55 Wyndham St N, First Floor
Guelph, ON
N1H 7T8
Map

Other Locations

274 Broadway St
Orangeville, ON
L9W 1L1

24-280 Guelph St
Georgetown, ON
L7G 4B1

Contact Us

Investment Solutions

Whether you’re looking for the growth potential of equities, the safety of fixed income, or the broad diversification of managed funds and portfolio solutions, Nadine can put a world of investment solutions at your fingertips.

Your investing options span a broad range of advisory and managed account programs, as well as more traditional commission-based securities trading. You’ll be able to follow the approach that suits you best, and have the confidence of knowing that all of our investment strategy recommendations are supported by the BMO Nesbitt Burns Portfolio, Action & Research Team.

BMO Nesbitt Burns Investment Portfolio, Action & Research Team

With specialized expertise in Canadian equities, U.S. equities, investment funds, high yield equities, closed-end funds, fixed income investments and technical analysis, our Portfolio, Action & Research Team is focused on providing BMO Nesbitt Burns Advisors with the information they need to make insightful investment strategy recommendations to clients.

Some of the Portfolio, Action & Research Team’s services include:

  • Customized portfolio design and investment recommendations


  • Advisory/Management of fixed income portfolios (in excess of $5 million)


  • Interpretation of research from BMO Capital Markets™ Equity Research and third-party research providers


  • Asset mix recommendations for different investor profiles and recommended security selections within each asset class


  • Develop Guided Portfolios, which are portfolios of recommended core holdings for Canadian Equities, U.S. Equities, North American Equities and Dividend & Income investments.


  • Quantitative screening and qualitative management assessment of top-ranked mutual funds (in conjunction with the BMO Nesbitt Burns Investment Fund Research Team).


  • The Portfolio, Action & Research Team prepares numerous publications to keep you and your Advisor apprised of changes in the markets and how those changes may impact your wealth management strategy.