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Robert N. Hesp, CFP, FCSI, CIWM
Li Yu 俞笠, MBA
Jessica Banka
Frank Lapierre, CFP®, CLU
James Waters, BBA, CFP, CIWM

Tel: 1855-305-2851
Tel: 905-354-1211

80 King Street West
Suite 600
St. Catharines, ON
L2R 7G1

Other Locations

BMO Bank of Montreal
6760 Morrison Street
Niagara Falls, ON
L2E 6Z8

Managed Investing

Welcome to the Next Level of Freedom

Because You Have More Important Things To Do

If you’re someone who prefers the peace of mind that comes from not having to make daily investment decisions, while being assured these decisions are entrusted to qualified investment experts, consider a managed solution from BMO Nesbitt Burns. Our managed investment solutions ensure your investments are professionally managed, giving you the freedom to concentrate on the more important things in your life.

In fact, a growing number of Canadians are finding managed investing the ideal solution as it offers personalized portfolio construction, disciplined professional portfolio management, automatic rebalancing of assets, ongoing monitoring and reporting—for one all inclusive fee.

As part of the wealth management process, your BMO Nesbitt Burns Investment Advisor will work with you to determine your personal and financial goals and objectives. Once your goals and objectives are defined, your Investment Advisor will then recommend an overall investment strategy that incorporates your tolerance for risk and will then help you select the managed account program best suited to your needs.

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