Tel: 905-897-5985

Address

BMO Nesbitt Burns
360 Oakville Place Drive
2nd Floor
Oakville, ON
L6H 6K8
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Contact Us

Our Process

Your portfolio will take into consideration your risk assessment, time horizon, tax needs and cash flow requirements. These elements are part of the Investment Process which includes:

1. Client Risk Evaluation
● Retirement & Capital Return Analysis ● Legacy Analysis ● Goal Setting
 

2. Asset Allocation
● Proactive Asset Allocation ● Secular Themes ● Horizons
 

3. Macroeconomics
● Assessing Global Economics Trends ● The Business Cycle
 

4. Investment Selection
● Equity Selection ● Fixed Income Selection ● Third Party Managers


Contact us to learn more about the Investment Process