Wealth Advisor, Financial Planner
Toll Free: 800-465-6437
20 Erb St W, 4th Floor
274 Broadway St
24-280 Guelph St
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.