WE'RE HERE TO HELP
Achieve your dreams by managing your financial reality.
We are dedicated professionals with the expertise and resources to help you achieve your financial goals. Whether you want to save for retirement, minimize taxes, set aside funds for a major purchase, or finance your child's education, we offer you customized investment strategies that emphasize preservation of capital and long-term growth.
Ron Alexander has over 35 years of experience managing in excess of $500 million in assets. Ron, Susan and Neil manage your investments while also working alongside our BMO Financial Group partners to help you reach your goals. Sarah King provides insurance services, Ron Zaporzan is our estate and tax planning expert, and Karina Canfield works with BMO to take care of your lending needs.
BMO Nesbitt Burns Inc. is one of Canada’s leading investment firms with a top-ranked research department*, and a wide selection of the highest quality, exclusive investment products and services. We offer a user-friendly account statement and on-line access to your accounts through gateway.
Our Business Philosophy
We understand the market challenges involved in building and preserving capital to suit the needs of our clients. Working closely with you, we'll follow a disciplined process of assessing your current financial situation, your tolerance for risk, and your short- and long-term financial goals. From there, we will provide you with a customized investment plan that includes asset allocation strategies designed to minimize risk and enhance after-tax returns at every stage of your life.