1 First Canadian Place
Building long-term relationships
The Vogel Butler Wealth Management Team at BMO Nesbitt Burns has been helping clients achieve their financial goals since 1994. We provide both discretionary and non-discretionary portfolio management services to our clients, as well as comprehensive financial and estate planning. Many of our client families have been with us since our beginning, and our relationships now encompass several generations of the same family. We are grateful for this loyalty, and work hard each year to re-earn it.
The importance of a comprehensive Financial Plan
Our clients turn to us for help with all financial matters and we believe the foundation of their success is the tailored financial plan we build for every client. We work with them and our BMO Nesbitt Burns financial and estate planning team to create a detailed plan that reflects current circumstances, as well as future goals and dreams. This plan is the reference point for our decision making, and the key element to our clients' long term financial strategies.
Keeping you informed through regular contact
To be our best, we must have insight into our clients' lives. And so we are constantly in touch, with regular reviews, meetings and updates that keep our clients informed. We manage each portfolio prudently, in accordance with the goals set in the financial plan. Our advice is transparent, active and collaborative.
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.