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Advisory Portfolio Management
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Analysis of current financial situation
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Help in articulating and prioritizing financial goals
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Help in determing risk tolerance
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A plan to reach financial goals
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A long-term partner who recognizes his clients' situation, needs and goals
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Top rated equity research
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Top rated fixed income/bond research
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Due diligence on mutual fund managers
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Analysis of new investment products
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Objective feedback to clients' ideas
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An education on investment and financial concepts
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An honest non-biased opinion
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Peace of mind
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Cash flow planning
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Retirement planning (RRSPs)
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Education planning (RESP's)
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Tax planning
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Estate planning
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An assessment of insurance needs
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Online access to BMO Nesbitt Burns research
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Online access to accounts and past monthly statements through Gateway
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Commission-free trading for fee based accounts
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Wholesale prices on fixed income securities for fee based accounts
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Tax reporting
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Records of cost bases for securities
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Facilitation of charitable donations of securities
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Reorganizations
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Custody of securities