Our Services

What we can offer

At the Cooke Katzin Investment Group of BMO Nesbitt Burns, our priority is to be fully accountable to each client. We strive to deliver a wealth advisory practice that provides each client with proactive investment management and a complement of wealth management services to build and preserve their wealth.

BMO Nesbitt Burns Managed Portfolio Account Program

The Managed Portfolio Account (MPA) establishes a direct relationship between you and your Portfolio Manager – the Cooke Katzin Investment Group – to oversee your wealth and make informed investment decisions on your behalf. Guided by your Investment Policy Statement – which clearly documents your specific needs, goals and tolerance for risk – we’ll manage your portfolio in a manner that is consistent with your objectives and risk tolerance. 

It gives you the peace of mind that comes from having a direct connection to the person making the investment decisions in your portfolio. Yet, by delegating the day to day decision making, you have more time to pursue your other goals and interests.

Your investment strategy will be designed and managed according to your clearly documented needs and goals. However, unlike a traditional investment account, it is not necessary for you to review and approve every transaction.

Your portfolio is customized for you.

Step Your Investment Policy Statement

Step Determine Your Asset Mix

Step Portfolio Construction 

Step Portfolio Management 

Step Review and Monitor