Welcome to BMO Nesbitt Burns

At BMO Nesbitt Burns, our Investment Advisors can help you develop a plan that’s right for your needs – today and in the future. No matter where you are in life, our Advisors help individuals, families, successful entrepreneurs, business professionals and corporations by providing expert financial advice.


Working with an Advisor

We’re here to help you plan for the expected and the unexpected in your life. From getting married, buying a home, planning for a child’s future to building a business, we can help make it all possible. A BMO Nesbitt Burns Investment Advisor can help you through these important periods of transition.


About Us

BMO Nesbitt Burns Investment Advisors have a long history of supporting the wealth management needs of Canadians, and we are proud of the lasting relationships we have built with Canadian families through the generations.

Through partnerships across BMO Financial Group, BMO Nesbitt Burns Investment Advisors have access to a full spectrum of resources to address the wealth management needs of clients including lending, estate and insurance, wealth planning, business succession and more.  We offer clients a highly personalized service through more than 50 offices coast to coast

Wealth Planning

A wealth plan helps you understand where you are and where you want to be. We create a plan to help get you there.


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Investment Management

If your goal is to grow and/or preserve your wealth, we can suggest an investment strategy that's right for you.


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Responsible Investing

We work with clients to invest responsibly and work towards a better future.


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Banking & Borrowing

A BMO Private Wealth professional will help you with banking and borrowing solutions for your personal and business needs.


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Estate Planning

BMO Private Wealth professionals will work with you to create a comprehensive estate plan that aligns with your values.


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If leaving a legacy is important to you and your family, we can help you create a strategic plan that aligns with your values.


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Retirement has changed and, when you're ready, we'll help you prepare your unique plan as you move towards a new stage.


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Tax Planning

Tax minimization is a key strategy to manage your wealth. A BMO Private Wealth professional will work with your current tax team to help you effectively manage your assets.


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Business Owner Advisory & Succession Planning

We help with wealth planning and succession strategies for your business and family.


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Executive & Professional Services

You're busy managing your business, so our expert teams will help you create a customized plan to help preserve and grow your wealth.


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Professional Athlete Wealth Management

The Athlete Advisory Team is a group of BMO Private Wealth professionals with expertise and experience providing professional athletes tailored financial solutions that cater to their unique needs and goals.


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Cross-Border Solutions

If you spend a significant amount of time in the U.S., we can help you manage your financial needs on both sides of the border.


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About BMO Private Wealth

Backed by over 200 years of stability and resources of BMO Financial Group, BMO Private Wealth is built on a proven track record with two long-standing successful legacy businesses: BMO Private Banking and BMO Nesbitt Burns. 

BMO Private Wealth's multi-disciplinary team of professionals from one of North America’s leading full-service investment firms and Canada’s best private bank* take a holistic and proactive approach to helping you navigate the complex process of managing your wealth. 

BMO Private Wealth is a brand name for a business group consisting of: Bank of Montreal, BMO Nesbitt Burns, BMO Private Investment Counsel Inc. and BMO Trust Company. Not all products and services are offered by all legal entities within BMO Private Wealth.  Further details.