With a combined 60 years of experience, UR Wealth Management is a 6 person multi disciplinary Wealth Advisory team within BMO Nesbitt Burns who help successful professionals and retirees take action on what’s important to drive exceptional financial outcomes.
We offer a comprehensive range of strategies and solutions in private banking, investment management, trusts, insurance, and financial planning. Our holistic, proactive approach helps affluent individuals and families achieve their wealth goals at all stages of their lives.
Our coordinated and caring team of experienced professionals can help you save time, benefit from solid advice, and enjoy life with confidence, knowing your financial affairs being well managed.