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Garett Surcon
Tim Mahoney
Scott Kok
Mark Moulson
Kurtis Massey
Anthony Maros

Tel: 204-949-7899

Address
1700 - 201 Portage Avenue
Winnipeg, MB
R3B 3K6
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What Makes Us Unique



We believe that financial success is the result of following a disciplined process which begins with a deep understanding of what matters most to our clients. Consistently following this process sets us apart in a financial services industry that is often too focused on specific products.

Clients also benefit from the collective expertise of BMO Nesbitt Burns, including top ranked Canadian equity research for the past 27 years, and numerous investment and wealth management professionals who help provide truly integrated solutions.

We offer our clients a holistic and multi-disciplinary approach to managing, protecting, and transferring wealth. This includes investments, insurance, taxes, estates, retirement, cash management, planned giving, trusts and wills.