Welcome.

 

Known for its private investment expertise, our team at BMO Nesbitt-Burns takes an approach based on diversifying assets and maximizing returns. The team has a remarkable mix of complementary skills. Ricardo provides an analytical vision of the economy and market outlook, while Jessica, an investment advisor and financial planner, takes an overall approach to wealth management, covering all financial aspects, including taxation, retirement, estate management and more. Thanks to this synergy, we've been able to successfully navigate numerous market cycles and detect growth opportunities in a variety of complex financial environments. 

 

Jessica's strategic planning skills and Ricardo's in-depth understanding of economic issues enables them to optimize performance and provide uncompromising, fine-tuned asset management. We are committed to long-term financial growth, providing institutional-quality management of estates worth $1 M to $100 M.

 

Our multidisciplinary team handles the financial needs of its clients from a variety of angles, developing comprehensive, tailored-made solutions. This collaborative approach, together with our exceptional expertise and BMO's in-depth research will help secure your financial future and profoundly affect the lives of you and your loved ones. 

 

We offer highly personalized customer service that is not just about the numbers. We take a careful look at all aspects of your finances in line with your strategic objectives. We carefully track current market trends and adapt our methods to the latest requirements to provide you with peace of mind about how your capital is managed. For us, each client is unique, and our advice reflects our commitment to your financial well-being.