Welcome to O’Sullivan Wealth Management Group of BMO Nesbit Burns



Our clients are affluent, successful Canadian families whose lives and assets often cross borders.

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Through BMO Private Wealth, we bring a team approach across multiple disciplines to manage our client’s wealth in a way that mirrors what many refer to as a family office.


Our wealth management process involves 4 steps:

  • Step 1: Professional investment management
  • Step 2: Financial planning and projections
  • Step 3: Wills and Estate plan reviews
  • Step 4: Insurance reviews


This 4 step process combined with our team of professionals enables us to focus on what is important for you, your family and your legacy.


Other team services:

  • US cross border banking (US domiciled)
  • Commercial banking
  • Corporate finance
  • Mergers and Acquisitions