McKersie Wealth Management


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McKersie Wealth Management

  1. 1. McKersie Wealth Management BMO Nesbitt Burns Inc. Private Client Group 1 First Canadian Place 47 th Floor Tel: (416) 359-5619 Fax: (416) 359-6535 Web site: Email:
  2. 2. 2010 Prepared for
  3. 3. Contents <ul><ul><li>Who we are </li></ul></ul><ul><ul><li>Our Philosophy </li></ul></ul><ul><ul><li>Our process </li></ul></ul><ul><ul><li>Managing Portfolios </li></ul></ul><ul><ul><li>About You </li></ul></ul><ul><ul><li>Wealth Management Chart </li></ul></ul>
  4. 4. A bout BMO Nesbitt Burns <ul><li>Since its origins in 1912, BMO Nesbitt Burns has been committed to helping clients meet their investment objectives and goals with the highest standards. </li></ul><ul><li>As a member of BMO Financial Group, one of the largest financial services providers in North America, we offer a broad range of retail banking, wealth management and investment banking products and solutions to clients across Canada and in the United States. </li></ul><ul><li>The Private Client Division is focused on meeting the needs of individual investors through a customized approach to investing. With over $80 billion in assets we have the scale to invest in cutting edge risk management technologies to ensure our clients investments match their tolerance for risk. </li></ul><ul><li>As part of the Private Client Group BMO Nesbitt Burns provides clients with access to one of the broadest selections of investment solutions and products available today. </li></ul>
  5. 5. A bout Our Branch <ul><li>Located in the head office of the Bank of Montreal at King and Bay, our branch is in the heart of the financial district of Canada. Run under the leadership of a BMO Nesbitt Burns Divisional Manager, our branch includes 35 investment advisors, dozens of support staff and currently manages over $2.5 billion for our clients. </li></ul><ul><li>Our branch specializes in providing objective investment management services to high net worth families, their estates, trust and investment holding companies. </li></ul><ul><li>We are proud of our team-spirited approach to sharing ideas and, as a result work in a highly productive environment. Idea flow is one of the characteristics that have helped make the United Branch one of the primary destinations for high net worth clients. </li></ul>
  6. 6. A bout Our Team <ul><li>Our team is a highly skilled group </li></ul><ul><ul><li>Jason McKersie – Investment Advisor </li></ul></ul><ul><li>Jason is an investment advisor with more </li></ul><ul><li> then a decade of experience in the financial </li></ul><ul><li> services industry. </li></ul><ul><li>Jason specializes in financial planning for </li></ul><ul><li> high net worth individuals and business owners. </li></ul><ul><ul><li>Anni Torma – Investment Representative </li></ul></ul><ul><li>Anni helps with day-to-day client service and administration of our practice. </li></ul><ul><li>Tony Stephens V.P. Estate & Insurance Advisor </li></ul><ul><li>Tony has been specializing in estate and insurance strategies for more than twenty years </li></ul><ul><li>He is licensed to do business with all major insurance companies. </li></ul><ul><li>Michael Cooksey Private Banker, Director,CFP </li></ul><ul><li>Michael is the director of the Bank of Montreal and has 34 years of commercial and personal banking experience </li></ul><ul><li>Wendy Templeton VP Estate Planning Group </li></ul><ul><li>Wendy has over 20 years experience in the areas of Estate Planning and personal and corporate taxation. </li></ul><ul><li>Wendy has written numerous publications on these issues. </li></ul>
  7. 7. A bout Our Philosophy <ul><li>We believe we can significantly enhance our Clients’ overall long-term financial success with the personal attention, proper planning, and ongoing counsel of our qualified and dedicated team. </li></ul><ul><li>We understand you are concerned about more than just your investments. We have a holistic approach that takes into account our clients current situation as well as legacy planning. Our role is to monitor your progress and review your investment results against your stated objectives and to provide advice where appropriate. Should your circumstances or objectives change, we will work with you to ensure these changes are reflected in your portfolio. Risk tolerance and tax sensitivity are key considerations in any investment strategy we construct for our clients. </li></ul><ul><li>We believe that a customized plan should form the base for reaching clients’ goals. </li></ul>
  8. 8. A bout Our Clients <ul><li>Our Clients are high net worth families, business owners and professionals that are the most concerned with: </li></ul><ul><ul><li>Capital Preservation </li></ul></ul><ul><ul><li>Producing a secure and consistent stream of income </li></ul></ul><ul><ul><li>Generating a suitable return on capital invested </li></ul></ul><ul><ul><li>Transitioning their portfolio to the next generation in the most tax effective manner </li></ul></ul><ul><ul><li>Philanthropic funding solutions </li></ul></ul>
  9. 9. A bout My (Our) Clients <ul><li>Client Example </li></ul><ul><li>A couple in their late forties sold a business they started over 20 years ago for $10 million worth of stock of a publicly traded company. They have three school-aged children. After analyzing the considerable risk of their concentrated stock position, our team developed and executed a reallocation strategy using professional money managers. In the two years since this couple has become our clients, we have also worked on their wealth transfer and charitable strategies to benefit their children and their community. </li></ul>
  10. 10. A bout Our Process <ul><li>We take a consultative approach to working with you and continuously evolve it as your situation changes </li></ul><ul><li>Our 5 step process includes: </li></ul><ul><ul><li>Understanding your needs </li></ul></ul><ul><ul><li>Planning for your needs </li></ul></ul><ul><ul><li>Choosing your solution </li></ul></ul><ul><ul><li>Reviewing and communicating with you </li></ul></ul><ul><ul><li>Evolving and adjusting your plan </li></ul></ul>
  11. 11. U nderstanding Your Needs <ul><li>Understanding your needs includes a detailed discussion on matters such as: </li></ul><ul><ul><li>Organizing your finances </li></ul></ul><ul><ul><li>Providing for future generations </li></ul></ul><ul><ul><li>Dealing with inheritance </li></ul></ul><ul><ul><li>Living a comfortable retirement </li></ul></ul><ul><ul><li>Protecting your estate </li></ul></ul><ul><ul><li>Charitable Giving </li></ul></ul>STEP 1
  12. 12. P lanning for Your Needs <ul><li>We will guide you through a careful planning process to help meet your needs and make your goals a reality. </li></ul><ul><li>This includes: </li></ul><ul><ul><li>A review of your current financial position </li></ul></ul><ul><ul><li>An analysis of issues that are most important to you </li></ul></ul><ul><ul><li>The setting of priorities and identifying action items </li></ul></ul><ul><ul><li>Involvement of other professionals, if needed </li></ul></ul>STEP 2
  13. 13. C hoosing Your Solutions <ul><li>BMO Nesbitt Burns offers one of the most comprehensive selections of investment products and solutions in Canada, backed by the country’s top investment research*. </li></ul><ul><li>We also have a wide range of wealth advisory services which go beyond investment solutions and address your broader needs. </li></ul><ul><li>*Brendan Wood International Survey. Institutional Equity Research, Sales and Trading Performance in Canada, 2008 Report. </li></ul>STEP 3
  14. 14. R eviewing & Communicating with You <ul><li>On an ongoing basis, you will receive comprehensive information from us to keep you informed and up to date. </li></ul><ul><li>You can expect </li></ul><ul><li>All trade confirmations </li></ul><ul><li>Detailed statements of your account both monthly and quarterly </li></ul><ul><li>Quarterly portfolio report with performance report that shows you the rate of return of the portfolio over three different time horizons and compares the return to relevant indices </li></ul><ul><li>In addition to ongoing portfolio reviews, clients are contacted quarterly to review progress and to discover updates or relevant personal changes that have occurred </li></ul><ul><li>Annual consolidated dividend, capital gains and income statement </li></ul><ul><li>Electronic access through Gateway, our online client information centre </li></ul><ul><li>Face-to-face reviews on a regular basis </li></ul>STEP 4
  15. 15. E volving and Adjusting Your Plan <ul><li>We will work closely with you to ensure that your investments and finances not only meet your current needs for income, growth and diversification, but also take into account your plans for the future and your family’s long-term security. </li></ul><ul><li>Through regular meetings and conversations we will ensure your portfolio reflects the changes in your life. </li></ul>STEP 5
  16. 16. B rendan Wood International Research Rankings <ul><li>Brendan Wood International is an investment industry consulting firm that annually surveys Canadian institutional investors on the performance of equity research departments. </li></ul><ul><li>In the 2008 report, 111 institutional fund management companies were interviewed. </li></ul><ul><li>BMO Nesbitt Burns was again ranked the number One Overall Research Team, continuing our long tradition of excellence in research. </li></ul>
  17. 17. O nline Communication - Gateway <ul><li>Gateway – Online Client Information Centre includes: </li></ul><ul><ul><li>Comprehensive account information </li></ul></ul><ul><ul><li>Research </li></ul></ul><ul><ul><li>Personalized Message Centre </li></ul></ul><ul><ul><li>Direct link to our e-mail and Web site </li></ul></ul><ul><ul><li>Market data, news and charts </li></ul></ul><ul><ul><li>Customizable home screen </li></ul></ul><ul><ul><li>Virtual portfolios </li></ul></ul>
  18. 18. N ext Steps <ul><li>Next Meeting </li></ul><ul><li>Begin getting to know you better </li></ul><ul><ul><li>Meet our team </li></ul></ul><ul><ul><li>Review your Investment Policy Statement </li></ul></ul><ul><li>When </li></ul><ul><ul><li>Week of (insert date) </li></ul></ul>
  19. 19. H ow to Contact Us <ul><ul><li>Jason McKersie 416-359-5619 [email_address] </li></ul></ul><ul><ul><li>Anni Torma 416-359-4292 [email_address] </li></ul></ul>