We are committed to building a solid, long-term relationship with our clients. We make it a top priority to keep our clients informed. This includes constantly monitoring accounts to capitalize on opportunities with changing market conditions, providing access to timely educational materials, and quickly following up on inquiries and administrative issues. We regularly review goals, strategy and portfolio performance with our clients.
Asset Mix Management
We work closely with our clients to develop portfolios that are an appropriate mix of assets for them - cash, stocks, and bonds. As part of our long-term relationship, we will recommend changes to a portfolio mix if their personal circumstances change.
We believe that fixed income vehicles offer an extremely attractive way to achieve steady income, moderate investment risk and potentially generate capital gains. The wide selection of issues available through BMO Nesbitt Burns is sure to include the right term and yield for any investor.
Canadian Equities/U.S. Equities
For investors with a long-term outlook, we will recommend a well-diversified portfolio of Canadian and/or U.S. equities to help meet each client's needs for capital growth.