BMO InvestorLine: Avoid Common Investing Errors by Planning Carefully and Strategically
(firmenpresse) - TORONTO, ONTARIO -- (Marketwire) -- 01/21/13 -- According to BMO InvestorLine, the New Year is a perfect time for Canadians to review their investing habits to ensure they are avoiding common mistakes when building their portfolios.
"People often get caught up in the idea of playing the market instead of taking the time to educate themselves on the appropriate strategies that match their investment objectives", said Viki Lazaris, President & CEO, BMO InvestorLine. "Avoid major investing errors by planning carefully and knowing where and how you will invest throughout the year. This will keep your portfolio well balanced and can help you build towards saving for your short- and long-term financial goals."
BMO InvestorLine encourages investors to consider the following:
To help investors address some of the factors above, BMO InvestorLine recently introduced adviceDirect., the first service of its kind in Canada that puts investors in control by providing specific investment recommendations to help them manage their portfolios. adviceDirect is designed for those who want to invest independently through an online brokerage, but require advice when making decisions.
"The New Year is an ideal time to review your portfolio and adviceDirect is a great tool to help you do so", said Ms. Lazaris. "What's truly unique about adviceDirect is that it provides continuous portfolio monitoring and notifications. It will advise you when your portfolio requires attention related to your asset allocation, level of diversification, poorly rated equities and if your portfolio has more risk then your investor profile allows. It is like having your own virtual investment advisor. Not only do we alert you, but we provide recommendations and advice on where to correct these issues so your portfolio is aligned to your investment objectives."
For more information about online investing and adviceDirect, please visit .
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About BMO InvestorLine
BMO InvestorLine is an online investing service that provides clients with two ways to invest online. Clients can choose from BMO InvestorLine's top ranked Self-Directed service that provides tools to help investors make independent decisions on how to invest. BMO InvestorLine's other service, ™ provides investors with online advice and investment recommendations for their portfolios. Clients have access to trading, quotes and account information 24 hours a day through a website or Automated Telephone Trading. BMO InvestorLine also provides users with third party research, along with leading edge tools that are informative and easy to use. As an all-in-one investment source, it is a constantly evolving, cost-efficient platform that is fully compatible with tablets.
BMO InvestorLine Inc. and BMO Ligne D'action Inc. provide this commentary to clients for informational purposes only. The information contained herein is based on sources that we believe to be reliable, but is not guaranteed by us, may be incomplete or may change without notice. The comments included in this document are general in nature, and professional advice regarding an individual's particular position should be obtained.
An adviceDirect account is a non-discretionary fee based account which offers investment recommendations. adviceDirect does not provide portfolio management by a portfolio manager. The client makes their own investment decisions and manages their own investment portfolio. adviceDirect does not offer discretionary, managed accounts.
BMO InvestorLine Inc. is a member of BMO Financial Group.
® Registered trade-mark of Bank of Montreal, used under licence. BMO InvestorLine Inc. is a wholly owned subsidiary of Bank of Montreal Holdings Inc. Member - Canadian Investor Protection Fund and IIROC.
Contacts:
Media Contacts:
Rachael McKay, Toronto
416-867-3996
Valerie Doucet, Montreal
514-877-8224
Laurie Grant, Vancouver
604-665-7596
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Unternehmensinformation / Kurzprofil:
Datum: 21.01.2013 - 12:00 Uhr
Sprache: Deutsch
News-ID 221244
Anzahl Zeichen: 3007
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Town:
TORONTO, ONTARIO
Kategorie:
Commercial & Investment Banking
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