Expertise Coupled with Advanced Financial Tools

Both a Senior Investment Advisor and Discretionary Portfolio Manager, Shiho builds investment portfolios with your financial objectives in mind. Drawing on the extensive expertise of our Equity Analysts and Investment Strategists, our team carefully crafts a portfolio that is aligned with your time horizon, tolerance for risk and financial goals.

With an emphasis on downside protection, our strategy focuses on minimizing volatility by building a diversified portfolio of high-quality companies that are suitable for you.

Staying abreast of key developments that move markets, we have access to robust financial tools, sophisticated software, and advanced trading platforms. Our technology enables us to analyze market trends, continuously monitor your accounts, and strategically adjust your portfolio when necessary to help you navigate through the ever-evolving investment landscape.

Managed Portfolio Account (MPA):

The BMO Nesbitt Burns Managed Portfolio Account Program is a discretionary managed platform through which you delegate the day-to-day investment decisions to Shiho. Backed by the extensive expertise, oversight and resources of BMO Private Wealth, Shiho, an accredited Portfolio Manager, is well equipped to make sound investment decisions on your behalf based on your customized Investment Policy Statement.

Meridian

The BMO Nesbitt Burns Meridian Program is a client-directed, non-discretionary platform that is best suited for investors who enjoy participating in the day-to-day investment decisions of their account. As a Senior Investment Advisor, Shiho works directly with you providing well researched guidance and advice helping you make informed choices that are appropriate for your investor profile.

Click here to have one of our Team Members contact you.

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