We offer expert oversight of your asset portfolio, which is aligned to meet your investment objectives and risk tolerance.
Your focus may be
- income generation
- wealth preservation
- capital growth
Informed insight and exceptional personal attention to your individual investment objectives are the core of our approach to investment management. Your dedicated investment counsellor will become your trusted financial partner, consulting with you to
- identify what you want to achieve from your investments
- create a sound investment strategy whose goal is to build and protect your wealth
We then apply our expertise to determine the most appropriate asset mix for your portfolio, which is one of the main ways investment management provides you with long-term value and manages your risk.
Finally, BMO Harris Investment Management Inc. carries out this recommended investment solution by investing your assets across a comprehensive array of investment options, including North American and global strategies, managed by a top-tier group of specialists. Our in-house investment experts and renowned external advisors who oversee the management of these strategies each apply their own disciplined approach to managing the assets for which they are responsible.
The team includes
- portfolio managers
- research analysts
- tax specialists
They support your investment counsellor in initially crafting an investment portfolio tailored to your goals. They also assist your investment counsellor in managing your portfolio over time, ensuring that it maintains an asset mix that continues to meet your investing objectives, and that is aligned with the outlook for the economy and capital markets.
We believe that the key to successful investing is not avoiding risk, but managing risk/reward tradeoffs and maintaining diversification among and within asset classes. Your portfolio will be constructed on a foundation of long-term strategic asset allocation, bolstered by tactical adjustments that capture evolving market opportunities.