ABC Wealth Management, BMO Private Wealth

ABC Wealth Management, BMO Private Wealth About Carmen Phillips
I have been servicing clients in the investment industry for 18 years.

Business Philosophy
I firmly believe that my clients’ interest are best served by taking a fully diversified
portfolio approach to investing and employing the principles of dollar-cost averaging to
take advantage of market volatility and enhance returns. I work closely with my clients to
formulate customized investment strategies designed to improve portfolio returns, while
keeping risk at accepta

ble levels. Whether a client is conservative and income-orientated, or
looking for growth, I design an investment strategy that best fits their needs.

Markets continue to push higher, even as uncertainty stays firmly in the headlines.In this edition of Weekly Strategy Pe...
05/01/2026

Markets continue to push higher, even as uncertainty stays firmly in the headlines.

In this edition of Weekly Strategy Perspectives, Carol Schleif takes a closer look at the risks investors are most focused on today, offering perspective on how to stay grounded amid strong market momentum and highlighting how thoughtful diversification, rebalancing, and long term perspective can help navigate periods of discomfort.

Learn more: http://spr.ly/6001BBrSNl

It’s Fraud Prevention Month! Quick security tip: keep email passwords unique and strong, and choose security questions t...
03/25/2026

It’s Fraud Prevention Month! Quick security tip: keep email passwords unique and strong, and choose security questions that only your recipient will know when making an Electronic Funds Transfer (or EFT).

Learn more tips here: spr.ly/61102h4XSK

Happy Lunar New Year! Wishing you good health, joy, and prosperity as we enter the Year of the Snake.
01/21/2025

Happy Lunar New Year! Wishing you good health, joy, and prosperity as we enter the Year of the Snake.

Seen or received an investment opportunity that looks too good to be true? Fraudsters continue to impersonate bankers an...
01/15/2025

Seen or received an investment opportunity that looks too good to be true? Fraudsters continue to impersonate bankers and investment professionals to scam individuals, using a variety of tools – videos, email, social media, phone calls – promising large returns. spr.ly/61108QnXL8

Following the U.S. presidential election, BMO experts will come together to discuss the potential impacts on the economy...
10/29/2024

Following the U.S. presidential election, BMO experts will come together to discuss the potential impacts on the economy, markets, and interest rates: http://spr.ly/6001S1mrc

Tune in to the live discussion to hear from Camilla Sutton, Director of Canadian and UK Research, Brian Belski, Chief Investment Strategist, Douglas Porter, Managing Director and Chief Economist, and Ian Lyngen, Managing Director and Head of U.S. Rates Strategy.

Wishing you and your loved ones a happy ! May the Year of the Dragon bring an abundance of joy, good health and prosper...
02/07/2024

Wishing you and your loved ones a happy ! May the Year of the Dragon bring an abundance of joy, good health and prosperity.

Whether you’re getting dressed up or carving pumpkins, wishing you a very happy Halloween celebration with family and fr...
10/25/2023

Whether you’re getting dressed up or carving pumpkins, wishing you a very happy Halloween celebration with family and friends.

Address

800-10180-101 Street
Edmonton, AB
T5J3S4

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