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Contact Us

Paul Maclean
Heather MacInnes

Tel: 902-496-1173

Address
BMO Nesbitt Burns

1400-1675 Grafton St
Halifax, NS
B3J 0E9
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Corporate and Institutional Service

The MacLean Group -- Corporate and Institutional Services

The MacLean Group provides investment management services for corporate, institutional, pension plan and trust fund clients in Atlantic Canada. We help our customers manage their financial affairs by delivering the broadest range of financial services through a single point of contact. Our banking and investment professionals provide access to any services our customers require across the entire Bank of Montreal Financial Group enterprise.

Our clients have access to the most comprehensive selection of investment solutions in Canada, backed by the country’s top investment research (ranked first every year since 1981).* We use our research as a guide to build your investment portfolio.

Client portfolios may contain bonds, convertible debentures, preferred shares, income trusts, Canadian and international stocks. We appreciate the value and flexibility exchange traded funds (ETF’s) bring to our clients and recommend these passive investment options where appropriate. Alternative investments, which do not correlate with the direction of stocks, provide a means of further diversifying portfolios to enhance returns and reduce volatility.

We believe in using world-class professional money managers when they have proven an ability to outperform the average return each year. These managers can be found in our Blueprint and Architect programs. We believe these managed money solutions provide you with the best value available: lower institutional trading rates, proper diversification and portfolio construction, and automatic portfolio rebalancing.

About Bank of Montreal Financial Group

Established in 1817 as Bank of Montreal, BMO Financial Group (TSX, NYSE: BMO) is a highly diversified financial services organization. With total assets of CAN$432 billion / US$362 billion as of April 30, 2009, and 37,000 employees, BMO provides a broad range of retail banking, wealth management and investment banking products and solutions.

Bank of Montreal, Canada's first chartered bank, opened for business on November 3, 1817. It provided Canada's first sound and plentiful currency and has played a major and continuing role in the development of the country, taking part in the financing of the first transcontinental railway in the 1880s. The Bank took part in the creation of Canadian Confederation in 1867, and served as Canada's central bank until 1935. The first Canadian bank to open branches abroad, it has long been active in markets in Europe, Latin America, and East Asia as well as in the United States. Today it continues as one of Canada's pre-eminent financial institutions and a significant presence in United States and world markets.