BMO

We work as a team to manage investments for over 50 households. We strongly believe that clients are better served by the wisdom and experience of a full team. This team structure gives our clients peace of mind, knowing that their portfolios and those of their families will be managed for many years to come, without disruption... We communicate frequently, and provide detailed consolidated portfolio reports, performance reports and conduct regular portfolio reviews with clients. We also personally prepare and deliver timely assessment of all major market highlights, company updates and implications for clients... We are registered portfolio managers, as well as registered to selectively use options, derivatives, and insurance to meet client's needs.

Primary location: Toronto