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I offer people in our community a wide range of financial products and services. My objective is to be your most trusted advisor with best-in-class products and services, and an honest, realistic, and ongoing plan to help you meet your financial objectives.
I believe that careful investment strategies and retirement planning, should be a top priority for individuals and families of all ages and income ranges.
Because many people regard financial planning as complex and confusing, they often miss out on many potentially rewarding financial opportunities. They also take unnecessary risks and fail to adequately protect their assets.
That's where I can help. I will inform and educate you about the various opportunities and take the mystery out of investing by helping you manage your risk, prepare for retirement, and preserve your wealth. My goal is to establish a long relationship with you based on trust and mutual respect.
Here are some of the services I provide:
Advisory Services
- Financial planning & modeling
- Recommendations and suggestions
- Opportunity alerts
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Investment Services:
- Protect, preserve and growth strategies
- Buy and Sell strategies
- Keeping clients on track
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Specialty Financial Services
- Customized Investment Strategies
- Structured Investments
- Lakeview Disciplined Leadership Professionally Managed Accounts*
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Clients of Blackmont Capital have access to the following, and more:
- Equity Investments
- Equity and preferred share instruments from all major North American exchanges
- Open and closed end Mutual Funds
- Investment Pools and Structured Products
- Equity Linked Note
- Public Venture Capital
- Canadian and US Fixed Income and money market instruments
- Government guaranteed bonds
- Canada & Provincial Savings Bonds (CSBs & OSBs)
- Strip bonds
- Commercial Paper
- Treasury bills and Bankers Acceptances
- Corporate Bonds
- Mortgage backed securities
- Guaranteed investment certificates (GICs)
- Alternatives investments
- Hedge Funds
- Income Trusts
- Real estate investment trusts (REITs)
- Structured Products
- Registered Education Savings Plans (RESPs)
- Retirement Products
- Registered Retirement Savings Plans (RRSPs)
- Registered Retirement Income Funds (RRIFs)
- Life Income Funds (LIFs & LRIFs)
- Individual Pensions Plans (IPPs)
- Blackmont and CSFB Research
- Accounts on-line
*Lakeview Asset Management is a connected issuer of Blackmont Capital Inc.
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