The Major Investment Advisory Group will help clarify the complex nature of investment planning for select clients through a level of service defined by open and proactive communication; diligence of duty; and objectivity.
Communication: We believe open, free and ongoing communication to be the cornerstone of a successful client/advisor relationship. Our duty of care is initiated when we begin assessing each clients’ unique financial position and their set of goals. From this point onward, and in the strictest confidence, the team’s ambition is to ensure the established goals of each client are met through a properly constructed financial plan. It is most important that we respond to any inquiry you have in a timely manner. We are driven to reduce the stress our clients may feel when dealing with their investments, which in turn will allow them to focus on their personal pursuits.
Diligence: Principal member of the team have crafted a review system whereby pertinent market, economic and political data are assessed on a daily basis. This carries through to the investment format, where any information that may impact a client’s holdings is either automatically reflected in managed accounts, or discussed with holders of non-managed portfolios on a timely basis. The overarching goal is to avoid negative returns and to preserve capital, therefore we fell it critical to follow this systematic review process while adhering to an appropriately defined asset mix and risk profile, as established for each of our clients.
Objectivity: Realistic financial plans require realistic goals and forthright communication. From the beginning of the relationship, where we collect confidential financial information, through to portfolio implementation and on to the review process, The Major Investmnt Advisory Group provides solutions in an unbiased manner. We are your advocate for the full range of financial services offered through BMO Nesbitt Burns; our goal is to shield you from products that may restrain your ability to achieve your goals.