Address

BMO Nesbitt Burns
1484 Water Street, 3rd Floor
Kelowna, BC
V1Y 1J5
Map

BMO Nesbitt Burns
Westbank Office
101 - 3640 Gosset Road
Westbank, BC
V4T 2N4

BMO Nesbitt Burns
Kelowna Office
1484 Water Street, 3rd Floor
Kelowna, BC
V1Y 1J5

BMO Nesbitt Burns
Penticton Office
195 Main Street, Suite 201
Penticton, BC
V2A 6K1

Contact Us

Our Approach



1. We don't believe in diversifying for the sake of diversifying.
2. It's patience that makes a millionaire, not the investment.
3. Markets are difficult to time, but market trends can be more predictable.
4. During periods of volatility, non-correlation between asset classes evaporates.
5. Old asset allocation models are dangerously flawed.
6. Wealth building requires concentrated positions.
7. Markets are not a random walk, thus technical analysis is a useful tool.
8. Fundamental and technical analysis are most potent when combined.

Our Five Step Process:

1. "Money is a Means to an End" - What do you need your money to do?
2. "Asset Allocation is Critical" - How much risk are you willing to take?
3. "Managing Expectations will make or break the Plan" - Are your expectations realistic?
4. "Dig the well before you are Thirsty" - Develop an investment proposal that will help achieve your future finacial goals.
5. "A Journey starts with a Single Step" -Implement and monitor the portfolio proposal.