Investment Advisor & Financial Planner
BMO Nesbitt Burns
1700 - 201 Portage Avenue
BMO Nesbitt Burns
BMO Southdale Branch
30 - 31 Lakewood Blvd
Who We Are
BMO Nesbitt Burns is a core part of the success of BMO Financial Group. We have an extensive network of approximately 1,300 Investment Advisors at 76 branches across Canada. Our technology, products, research and relationship with the bank set standards in Canada and in the global marketplace.
BMO is Canada’s oldest bank, founded in 1817. The origins of BMO Nesbitt Burns’ predecessor firms date back to 1912. In 1987, BMO Bank of Montreal acquired Nesbitt Thomson, then one of Canada’s oldest and most respected investment houses. In 1994, BMO Bank of Montreal also acquired Burns Fry, one of the largest dealers of Canadian equities and debt securities. Nesbitt Thomson and Burns Fry then merged to become BMO Nesbitt Burns.
What We Do
As a member of BMO Financial Group and part of the organization’s Private Client Group, BMO Nesbitt Burns has the expertise to manage the most sophisticated wealth needs. Our skilled and knowledgeable Investment Advisors, coupled with our wealth advisory services and industry-leading solutions, help our clients build and protect wealth.
The firm has always had an unwavering belief in the power of the client-advisor relationship. We focus on meeting the needs of individual investors through a customized approach to wealth management. Our Investment Advisors can draw upon the full depth and breadth of the BMO Financial Group to provide clients with an integrated and multidisciplinary wealth management solution. This includes all aspects of managing, protecting and transferring wealth, such as investments, insurance, tax efficiency, estate planning, retirement planning, cash management, planned giving, trusts and wills.