BMO Nesbitt Burns
360 Oakville Place Drive
Portfolio Construction Process
Our approach is different. Because our clients are different.What is most important to you? We will tailor a solution specifically for you, to maximize opportunities and mitigate potential challenges down the road. We apply disciplined, holistic, transparent and independent guidance, maintaining open and regular collaborative lines of communication, listening to you, and keeping you informed.
Defining Your Investor Profile
I start building a personalized portfolio by understanding your risk tolerance, investment time horizon, tax needs, cash flow requirements and expected return.
Creating an asset allocation strategy that meets your changing needs.
Macroeconomics and Quantitative analysis
Macroeconomics: Backed by BMO Nesbitt Burns’ extensive Economic Research, we review National and International Economics and assess Income and Employment complementing in our Portfolio Analysis.
Assessing Current Global Economic Trends
Your portfolio will reflect your risk assessment, time horizon, tax needs and cash flow requirements. It is the sum total of your Risk Evaluation, the Macroeconomic Outlook, Quantitative Analysis and appropriate Asset Allocation. The portfolio is dynamic, if there is a material change in your needs, the economic picture, a company’s outlook or BMO Nesbitt Burns’ interest rate outlook, I will react dynamically within the market and adapt to the changing environment where required. I also have regular meetings to review the portfolio with you to make sure it always fits your financial needs.
Today’s business cycles are widely believed to be irregular, varying in frequency, magnitude and duration.
I am constantly evaluating data points to better understand where we are today and where we are
My up to date analysis and dynamic investment strategies are built using the following five guidelines:
1 Growing earnings and dividend yield
2. Low price to earnings relative to industry
3. Low price/book relative to industry
4. High return on equity
5. Annual cash flow momentum