"My family and I have worked with BMO Nesbitt Burns for over 30 years and I am very happy with their services. My current Advisors, Joe Goverde and Jennifer Morrison, have been excellent stewards in managing my investment portfolio through the ups and downs of the markets over the years. They are in regular contact with me and are always available to answer any questions or concerns that arise.
Joe and Jennifer, along with their team of experts, have also been a huge help in assisting me with my Retirement and Estate Planning needs. This has been a great source of comfort to me and my family. I look forward to continuing to work with them and would not hesitate in recommending their services to anyone” William, Retired Engineer
Here is what some other clients say about us when asked in an anonymous survey:
Good communication, in person, email & by phone. They make sure you understand & agree with their investment strategy to reach your goals. Strong performance of portfolio.
Very communicative, easy to contact, great customer service
Frequent communication, personal communication
Very satisfied with current financial advisor
Easy contact with broker. Timely discussions on market trends. Extra services available.
My investments have done well, and my advisors have always kept me informed.
Regular follow-up by my advisor. Great source of good financial advice.