Financial Planning

It’s a good idea to fine tune your financial plan regularly, and with expert help, to ensure you are maximizing your financial potential. No matter where you are in life, we can help you achieve that balance with a comprehensive financial plan..

How do you envision your future? Are you looking forward to tackling new challenges like starting a business or achieving greater success on your current path? Or, would you simply welcome the peace of mind that comes from feeling in control of your finances and in a position to handle life’s many surprises?

We will take the time to know you and your situation, to help you build a plan that is right for your goals and your life.

Estate & Insurance Services

Are you concerned about passing along your wealth to the next generation? Leaving a lasting gift to your community? Do you feel less than confident that your own affairs are in order? If you answered yes to any of these questions, you could benefit from a plan tailored to your unique circumstances.

An effective estate and insurance plan can help you organize your assets, minimize taxes and pass along your estate in the manner you intend.

Solutions & Services

BMO Nesbitt Burns offers a wide range of solutions and services that are right for you. Whether you’re an individual investor seeking to choose from a variety of investment options or a company interested in helping employees achieve their financial goals, you’ll have everything you will need when you work with us.

Online Services

Smart investing requires access to the information you need, 24 hours a day. BMO Nesbitt Burns’ Gateway® online client information centre provides that access.

Gateway opens the door to an abundance of online features, from account information to online investing tools. Gateway is available to BMO Nesbitt Burns clients, free of charge. All you need is Internet access and your Gateway password.

Charitable Giving Program

Creating a lasting legacy that helps others is a key financial goal for many Canadians. Knowing you can meet your own financial goals and help make the world a better place can provide a sense of purpose and peace of mind.

The BMO Nesbitt Burns Charitable Giving Program can help you create a legacy through your own donor-advised fund.