We belive in careful investment selection and
since our clients hold many of the same securities we are able to keep a
close eye on all our holdings and portfolio managers.
income investments provide both current income and stability to a
portfolio. Typically, they are short term - one to five years.
select our equities for longer-term growth. Our strategy with these
holdings is to defer capital gain and maximize dividends. We have
assembled a ''Buy and Hold'' list, containing the compagnies that we
have the discipline and patience to hold for long time periods. Our
managers are closely monitered and the stock is sold only if we believe
that the compagny is faltering.
Each client's portfolio is
construted in consultation with the client, based on discussions
regarding their financial goals and investment style. Clients who wish
to be involved in the selection of securities for their portfolio are
consulted before each transaction. Others prefer that security selection
is decided by a manager that is selected carefully by BMO Nesbitt