BMO Nesbitt Burns Stuart Macdougall, B.A. Vice President, Senior Investment Advisor
Working with me Being in the financial services industry since 1981, I strive to be your quarterback for all your financial matters. I begin by asking a number of questions to get to know you and then create a tailored solution that is right for your specific needs. I have access to a wide variety of resources through BMO Financial Group in the lending, financial planning, business and personal engagements in selling a business, and, estate and insurance planning. Planning Specialities: Financial Planning Wealth Creation and Preservation Estate Planning Tax Planning Insurance Planning The core of my wealth management process is you and your family. Servicing your investments requires a thorough understanding of your unique needs and an in-depth knowledge of your goals and dreams and how these impact the people you care about most. My process is the basis for the solid relationship we seek to build with each client. Our systemized approach to the planning process is consultative in nature: we listen to and understand your needs first before we make any suggestions. Part of the process is to have a dialogue with my client s accounting professionals.
1. I start by working with you to clarify your goals and identify those things that weigh on your mind and may affect or determine your vision for the future. 2. I help you analyze and prioritize your needs (short and long term) as you see them. 3. I define and outline your goals and clarify the role that our Wealth Management process plays. 4. I will then present concepts to assist you in understanding how together we can bridge the gap between where you are now, and where you would like to be. 5. I develop short and long term alternatives, to give you the best options to consider. 6. Together, we reach a consensus on specific solutions under each strategy; this is the beginning of an ongoing plan that involves both money and life goals. At this stage, I will ask you to commit to those strategies that together we feel will best meet your needs. 7. I implement the plan and keep you informed. Once I have put the plan in place, I work with you to regularly review and monitor it. I use my resources and advice to ensure that the plan remains on target to meet the goals you have set out. Your plan receives continual review to keep it current and on track. We meet on a regular basis to update it and add new information.
Stuart MacDougall, BA, Vice President, Senior Investment Advisor Asset Mix Management A key determinant to successful investing is owning a mix of assets likely to generate the returns you need while minimizing your exposure to risk. Using recommendations from BMO Nesbitt Burns Research Department, I work closely with my clients to determine the appropriate mix for them, and then monitor their situation to ensure it remains appropriate. Managed Assets Programs Managed Assets programs offer a better way to manage the complexity and overwhelming choice that comes with investing. They offer you professional money management, adherence to sound risk management principles and stringent portfolio monitoring. With a BMO Nesbitt Burns Managed Assets program, you and I work to develop your overall strategy and then leave the day-to-day implementation of the strategy to expert portfolio managers. BMO Nesbitt Burns Meridian Program The key to ensuring better and more timely investment decisions is understanding your circumstances, objectives, preferences, and risk tolerance before recommending personalized strategies or individual securities. The BMO Nesbitt Burns Meridian Program simplifies the process of getting to know you and your situation. With the Meridian Program, you receive the benefits of full-service advisory support from me along with the convenience and flexibility of Internet access for one all-inclusive fee based on assets under administration.
Stuart MacDougall, B.A. Vice President, Senior Investment Advisor Stuart brings over 35 years of financial and investment experience in his position as Senior Vice-President and Senior Investment Advisor at BMO Nesbitt Burns. A Bachelor s degree from Carleton University and many industry courses has led Stuart to his position of advising and guiding people in attaining their investment objectives. As a full service investment firm, BMO Nesbitt Burns enables Stuart to provide value added benefits through professional investment advice to his high net worth clients. Located in the main BMO Nesbitt Burns office in downtown Vancouver, Stuart and his team are always available to help clients with advice, questions and service needs. Similar to Stuart s busy life in the office, he leads a similar busy life outside the office. Most of his time is spent with his travel agent wife, Christine, their 10 year old son, Harrison, and their rescue dog, Coby. Stuart coaches baseball and patrols the sidelines of his son s soccer matches. Other passions include skiing in the winter, golfing and biking in the summer, and traveling year-round. He also enjoys raising monies for various charities by playing in his rock band BackBeat as the lead vocalist. I highly recommend Stuart as an investment advisor for the high net worth community. He has a thorough understanding of financial markets and more importantly a focus on the impacts of risk, which is essential for preserving wealth. Stuart s thoughtfulness and dedication to his clients are great reasons to consider him as a financial advisor. Chris H., 2015 I am proud have Stuart as a friend and an advisor. I enjoy discussing investments with him and he always provides me with a different angle. Over the years that angle has shown its merits. Stuart is friendly and sincere, always fair and his integrity beyond any doubts Franco, 2015
Let s connect Stuart MacDougall, BA Vice President, Senior Investment Advisor Tel: 604-631-2660 Fax: 604-631-2602 Toll Free: 877-823-6205 stuart.macdougall@nbpcd.com BMO Nesbitt Burns 885 West Georgia Street, Suite 1800 Vancouver, BC V6C 3E8 Learn more www.stuartmacdougall.com BMO Wealth Management is the brand name for a business group consisting of Bank of Montreal and certain of its affiliates, including BMO Nesbitt Burns Inc., in providing wealth management products and services. BMO (M-bar roundel symbol) is a registered trade-mark of Bank of Montreal, used under licence. Nesbitt Burns is a registered trade-mark of BMO Nesbitt Burns Inc. BMO Nesbitt Burns Inc. is a wholly-owned subsidiary of Bank of Montreal. The opinions expressed above are those of the named client author and are in no way representative of the views of all clients. Client testimonials do not constitute a guarantee, warranty, or prediction regarding outcome of your investments. BMO Nesbitt Burns Inc. is a Member - Canadian Investor Protection Fund. Member of the Investment Industry Regulatory Organization of Canada.