Support Team

BMO Capital Markets Research Team

Our portfolio management efforts are supported by BMO Capital Markets' (institutional arm of BMO Nesbitt Burns) top rated research department. In its most recent survey, Brendan Wood International, an independent consulting firm, has ranked BMO Capital Markets Research, the number one research team in Canada, continuing BMO' Nesbitt's long tradition of excellence in research. BMO Capital Markets has been ranked first in every BWI survey since 1980, which represents 27 consecutive years of commitment to being the leader in Canadian investment research.

BMO Capital Market's Research Department is the largest in Canada and has an excellent track record for identifying winning companies. Known for its independence and innovation, the department aims to be the leading provider of Canadian investment research.

Portfolio, Action and Research Team

Our investment team also benefits from the screening and pre-selection process of the Portfolio, Action and Research Team equity specialists. Not only do they constantly provide investment ideas but they are also a useful source to give us a second opinion and acccess to timely information on the various companies covered by the research departments.


BMO Nesbitt Financial Services

The estate planning process is supported by our internal specialists.

Tax and Estate Specialists

Jean Richard, LL.L Fin. Planner, TEP - Will and Estate Planning Consultant

BMO Capital Market is a trade-mark of Bank of Montreal, used under licence.