"I moved all my corporate and personal investment accounts over to Lindsay at BMO Nesbitt Burns after years of having them at another major investment advisor company. The difference is night and day. I should have done this sooner.
I am so very pleased with the level of service and the expertise Lindsay has provided me. Her depth of knowledge, thoughtful selection of investments that meet my objectives, and timely communication have afforded me the peace of mind in knowing my financial and retirement goals are well within reach.
In addition, Lindsay and her team of experts have provided much needed insight and advice into insurance and estate planning matters, as well as financing solutions for a recent real estate purchase. I would never have received this level integrated advice at the previous brokerage.
I’m looking forward to continuing to be surprised and delighted at the growth and astute management of my investments, all under Lindsay’s watchful eye."
-Debbie R., January 2025
The opinions expressed above are those of the named client author and are in no way representative of the views of all clients. Client testimonials do not constitute a guarantee, warranty, or prediction regarding outcome of your investments.