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"Invest with confidence...Retire in dignity"



What are the secrets to successful wealth creation and preservation?
  • Treat every portfolio uniquely - there are no cookie cutter solutions.

  • Be business owners of companies not speculators in stocks.

  • Invest with patience -"it's a marathon not a sprint."

  • Protect against the inevitable erosion of future purchasing power (inflation).

  • Owning dividend paying equities creates significant wealth.
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The strategic partnership of Tim Churchill-Smith and Steve Frangos manages over 600 million in assets and have a combined experience of 55 years with BMO Nesbitt Burns and its predecessor companies.

 

Resources our team brings to you:


As a full service investment firm, information and advice are value-added benefits of your investing partnership. With a top ranked* Research Department and a team of product specialists you are assured of high quality investment recommendations that are essential to the growth and security of your capital.

BMO Nesbitt Burns also employs a state of the art client information system. This enables us to quickly assess relevant details on your holdings, accurately measure the performance of your portfolio, and communicate effectively with you. Whether answering your question, analyzing your portfolio's return or providing you with a transaction history; all the information we need to give you and the peronalized service you deserve is at our fingertips.
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Good advice stands the test of time. The Original Value Investor "Jacob Fugger the Rich" said the following some 500 years ago.

"Divide your fortune into four equal parts: stocks, real estate, bonds, and gold coins. Be prepared to lose on one of them most of the time. During inflation, you will lose on bonds and win on gold and real estate; during deflation, you will lose on real estate and win on bonds, while your stocks will see you through both periods, though in a mixed fashion. Whenever performance differences cause a major imbalance, rebalance your fortunes back to the four equal parts."

Jacob Fugger the Rich 1459-1525