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Contact Us

Pascal Di Tomasso
Diane Lemay, BA
Jean Théoret
Tania Di Menna
Jason Gauthier

Tel: 450-681-7513
Tel: 1866-550-8085

Address
3080, boul. Le Carrefour
Bureau 800
Laval, QC
H7T 2R5
Map

Commentary

Our Investment Style

There are three main investment styles: value, growth and mixed; and two methods of analysis: top-down and bottom-up.

Since our approach is based on bottom-up value, we are on the lookout for companies whose security is traded at a price lower than our evaluation of its true value. We do not rely on economic factors. Usually, we keep it until it attains its optimum value or, another security shows more promise. We recommend a similar long-term approach.

Our investment style helps to preserve your capital, as much in prosperous times as in periods of recession. This at least, is our experience.

Excellence in Research
We are pleased to announce that BMO Nesbitt Burns Research Department was ranked Canada's Top-Overall Research Team in the 2003 Brendan Wood International survey. An investment consulting firm, Brendan Wood International annually surveys Canadian institutional investors (pension fund and mutual fund managers) on the performance of their research departments. In the survey, BMO Nesbitt Burns received the highest aggregate score, the largest number of citations and had 23 all-star analyst team rankings (BMO Nesbitt Burns was ranked first, second or third) in the 31 sectors evaluated. Our teams were ranked number one in eight sectors. On average, there were 12 teams per sector.

These results continue our long tradition of excellence in research. BMO Nesbitt Burns or one of our predecessor firms (Nesbitt Thomson and Burns Fry) has been ranked first in research in every Brendan Wood International Survey since 1980.

BMO Nesbitt Burns Meridian Program®
The key to ensuring better and more timely investment decisions is understanding your circumstances, objectives, preferences, and risk tolerance before recommending personalized strategies or individual securities. With the BMO Nesbitt Burns Meridian Program, the process of getting to know you and your preferences is now even easier. With the Meridian Program, you receive the benefits of full-service advisory support from me along with the convenience and flexibility of Internet access for one all-inclusive fee based on assets under administration.