Robert Vogel
Ian Butler, CFP
Michael Verhoeven

1 First Canadian Place
44th Floor
Toronto, ON
M5X 1A1

Welcome to our website!

Helping our clients with financial matters that require expert advice.

We have been helping our clients articulate and achieve their financial goals for nearly two decades. Many of our clients have been with us since the beginning and our relationships now include several generations of the same family.

Our clients today look to us for more than just investment advice. They need advice on a wide range of financial issues that are important for them, from planning for retirement and developing personalized investment strategies, to saving for their kids’ education or developing their estate plans.

We believe that the road to financial security begins with discussions about what is important to you, leading to the establishment of a personalized financial plan with realistic goals at its foundation. Our business is founded on open communication and goal setting, and was built one client at a time. And we have strong beliefs about which investments work, and avoid complicated or trendy products we don’t believe will stand the test of time. We sincerely appreciate the trust that our clients have put in us and we continue to work to maintain and grow the bond that allows us provide the right advice.

We hope that by visiting this website you’ll gain a good understanding of what makes us tick; who we are, what we do, our business beliefs, our service model, and what it costs to work with us. Answers to these questions can be found by clicking on the tabs above. Thanks for visiting our website and we look forward to hearing from you!

About our Firm

BMO Nesbitt Burns is a strong, proud and determined company with its sights set on becoming the number one financial services firm in North America. Our firm is renowned for its excellence in investment research, leading technology and innovative products.

BMO Nesbitt Burns is an advisory firm run by successful advisors. Since 1912 the firm has had an unwavering belief in the power of the client-advisor relationship. We are committed to your success. BMO Nesbitt Burns is a core part of the success of BMO, Canada’s oldest bank, founded in 1817, 50 years prior to Confederation.

Most importantly we are an organization that cares about our people. We are proud of our firm and its accomplishments, because they are ours. We put a high premium on our entrepreneurial culture that is supportive, sharing and fun. Firms of this size are not meant to feel this small.  
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