888 - 3rd Street SW
With over 50 years of combined experience, our Team thrives on solid client relationships built on trust, knowledge and understanding. With nearly $200 million in assets under management, we believe in building structured portfolios that provide for income and growth with a continual eye on risk.
Although we maintain a portion of client investments in the "traditional” sense of transactional business, the Team also utilizes descretionary platforms within their Blueprint and Architect structures. The team has a structure that can be tailored to each individual client’s need.
As wealth management takes a holistic approach when assisting clients to reach their goals, BMO Nesbitt Burns offers a customizable, sophisticated planning software allowing us to assist clients in relation to estate planning, tax planning, and overall retirement planning needs.
The team is happy to have a discussion or provide a second opinion surrounding an individual’s current situation.