Our Commitment : We are committed to upholding our tradition for impeccable customer service. Our wealth advisors, Don & Paul are available to address any of your concerns at our office locations. Our investment representatives, Christy & Sue, can be reached through phone and email to tackle any administrative issue. Our earnest desire to set both your mind and heart at peace with each of your portfolio's developments has led us to Gateway. In addition to our interpersonal services at our offices, you are now able to access more information at home. This service, exclusively for registered BMO Nesbitt Burns clients, heightens access to your transactions, your investments, and our expertise. Gateway: BMO Nesbitt Burns is proud to introduce Gateway. This online resource allows for 24/7 access to your complete investment profile as well as a complete database of additional market research. Your open access: With our gateway service, you can fully take advantage of all BMO Nesbitt Burns has to offer -from monitoring your investment progress, to accessing proprietary market information- all from the comforts of your home! Monitoring your accounts:
view your holdings in detail: either in each of your individual accounts or in one consolidated view
check your past and current transactions
establish and monitor your virtual portfolios
download your holdings and transaction history information into different applications (eg. Microsoft Excel)
personalize the naming of your accounts for immediate recognition and define the order in which you view them
Analyzing your portfolio:
view your tax-adjusted average cost and unrealized gain/loss information
obtain customized charts on securities and indices
view the latest news on companies in your portfolios
access prices on quotable securities
view a customizable summary of the US and Canadian values of your accounts
Accessing additional research :
link to your Wealth Advisor's (Don's and Paul's) personal website and e-mails
access BMO Nesbitt Burn's top-ranked equity research webcasts
access proprietary mutual fund resarch and independent-third-party equity research
By teaming up with Gateway, we are able to offer you increased access to both your customizable portfolio and our leading market research. Take a tour to learn more about Gateway and its features please contact us directly: Don Chung: don.chung@nbpcd.com (604) 903-1098 or Paul Myring: paul.myring@nbpcd.com (604) 601-3745