As an Investment Counsellor and Portfolio Manager, my philosophy is to preserve and grow the wealth you have accumulated, not get rich a second time.
Our Customized Client Portfolios are:
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Composed of BPIC funds and separately managed account models which enable us to personalize your holdings and align the portfolio with your values.
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Managed by the BMO Global Asset Management team and leading money managers.
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Built from high quality equity research, strategy and quantitative analysis with an institutional focus.
We have access to:
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BPIC’s robust investment platform.
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Strategists throughout BMO and externally.
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Continuous forecasts on the global economy and financial markets supported by our Chief Investment Strategist and Managing Director.
A Discretionary Investment Account:
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Frees you from the stress and time commitment of making investment decisions.
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Allows you to benefit from timely opportunities in the market
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Charges you one single, asset-based fee; we both benefit when your assets grow.