BMO Nesbitt Burns
1501, avenue McGill College
Portfolio Management – Defined:
Portfolio Management is the process of diversifying ones’ capital into different investment vehicles through the spectrum of fixed income and variable return type investments. This is done in a systematic way in order to offer the best possible returns within the parameters of your objectives, risk-tolerance and current market conditions. This is a dynamic process, which must be adjusted over your lifecycle and your changing financial circumstances.
Our Long-Term Discipline:
Avoid speculating and/or chasing current fads, which ultimately lead to a deviation from your original goal.
Avoid panicking and altering your original objectives in the midst of market turmoil.