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Sean Trueland
Pamela Turnbull
Helen Fraser
Andrea Mastantuono

Address
132 Trafalgar Road
Oakville, ON
L6J 3G5
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Managed Portfolio

A Managed Portfolio

For some, maintaining a traditional investment account simply doesn’t suit their needs or lifestyle. These individuals prefer to enter into a relationship with a personal Portfolio Manager† to take them to the next level of investing. The BMO Nesbitt Burns Managed Portfolio Account® offers you a direct relationship with an accredited Portfolio Manager and 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.

What is Discretionary Portfolio Management?
Discretionary portfolio management means giving a professional Portfolio Manager the authority to make investment decisions on your behalf. 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.

You are directly in touch with the person managing your investments, yet are not required to oversee each decision. These are handled by your Portfolio Manager whom you’ve entrusted to manage your investments on a discretionary basis.

With more then 25 years in the Financial Services industry, Sean Trueland has recently become an accredited Portfolio Manager, a designation awarded to a select few advisors in Canada

If the BMO Nesbitt Burns Managed Portoflio Account appeals to you, please contact Sean Trueland to find out how this premium service can help you achieve your financial goals.


Interesting Article – The Globe and Mail July 26, 2011