"My family and I have worked with BMO Nesbitt Burns for over 30 years and I am very happy with their services. My current Advisor, Joe Goverde, has been an excellent steward in managing my investment portfolio through the ups and downs of the markets over the years. He is in regular contact with me and are always available to answer any questions or concerns that arise. Joe, along with his 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 a recent BMO Private Wealth 2022 and 2023 anonymous client email survey: "Joe Goverde is a wonderful financial advisor. He’s always happy to explain investments and clearly wants my portfolio to do well. Joe works very efficiently and always makes himself available to chat. He watches my portfolio carefully and always makes choices without much risk. I immediately felt that I could trust Joe with my life savings."
- A.S., March 2022 "Excellent customer service. Intelligent, well-informed, and caring staff."
-A.T., March 2022 "You are First-class people, your clients are your primary goal."
-M.M. & A.M., August 2022 "Advisors proven returns over time, excellent availability and clear explanations, one team in place for long term success"
-C.M. & L.M., September 2023 "An excellent and responsive team. Outstanding customer service."
-J.J. & K.J., March 2022 "My advisor has an excellent grasp of various market sectors and individual securities. I’m kept up to date on any changes to strategy and portfolio performance is always disclosed in detail. I feel that my advisor keeps my best interests in the forefront and that he understands my financial needs and goals. His support staff is also very well organized."
-D.L., March 2023 "The team that manages our portfolio is knowledgeable and understands our investment goals. We receive regular updates on market trends and reviews of performance. They are respectful and friendly. We are never allowed to feel that their time is more important than ours."
-W.B. & L.B., March 2022