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Investing Philosophy

Our team's portfolios are designed for conservative investors seeking a mix of income, growth, and tax efficiency. 

  • Each portfolio is individually tailored.
  • Portfolios are professionally monitored, updated, and rebalanced regularly.
  • Our fee model is competitive and fully transparent.

Canada's #1 Ranked Research Group

Brendan Wood International has once again named BMO Capital Markets as the #1 ranked research house in Canada (2018).  BMO Capital Markets has held this honor more often than any other firm in Canada for the last 35 years.