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Garett Surcon
Tim Mahoney
Jessica Hughes
Mark Moulson
Kurtis Massey

Address
1400 – 360 Main Street
Winnipeg, MB
R3C 3Z3
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What Makes Us Unique


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.