BMO Bank of Montreal - We're here to help.™
Your Family.Your Business. Your Success. Your Legacy.

Toll Free: 1800-267-8331
Tel: 905-570-8810
Tel: 905-692-1300
Tel: 905-304-8393

Address

BMO Nesbitt Burns
120 King Street West
Suite 1040
Hamilton, ON
L8P 4V2
Map

BMO Nesbitt Burns
275 James Street North
Hamilton, Ontario
L8P4V2

BMO Nesbitt Burns
2170 Rymal Road East
Hamilton, ON
L0R1P0

Contact Us

Well-rounded, comprehensive wealth planning

We offer comprehensive, goals-based planning to enhance your wealth, manage risk and empower your family, your business and your heirs.

Drawing upon the full depth and breadth of our trusted and collaborative team of BMO Private Wealth specialists, we provide unbiased, integrated and multi-disciplinary wealth management solutions to help you achieve your financial goals and increase your net worth over time.
 
What is important to you? What do you hope to achieve in your life? We will look at everything before creating a complete and customized Wealth Plan that puts all the pieces together for you.
 
Your Wealth Plan will be the cornerstone to your financial future. As financial planners, we consider all aspects of managing, protecting and transferring wealth:
 
  • Tax efficiency planning
  • Retirement planning
  • Cash management planning
  • Protection planning/insurance
  • Estate planning
  • Education planning
  • Business or practice succession planning
  • Planned giving strategies
  • Trust and will services
  • Customized credit and banking services and solutions (Unlike most advisors, we have direct experience in this area. If you have very complex credit needs, we will refer you to a Private Banker.)
 

We advise:

  • Affluent families who need sophisticated advice to handle complex needs
  • Very busy, affluent professionals and business owners
  • Women who appreciate working with other women
  • New inheritors
  • Clients throughout Hamilton, Ancaster, North York, Vaughn, Mississauga, Milton and Toronto.
 
We can add the most value for clients who recognize the value of professional advice, are open to acting upon it, and see the long-term benefits of our integrated wealth planning services and resources.
 
We call Hamilton home. As the city continues to transform itself into a centre of innovation, medical and educational excellence, media and the arts, we are strongly positioned to advise the growing number of affluent, educated and forward-thinking investors who reside here.
 
We’re connected to the Portuguese culture. It’s all about family, trust and connection – just like our team! Many of our clients have been referred to us by Bruna Kubay’s Portuguese family and friends, even amongst the younger generation. Bruna grew up in Hamilton’s Portuguese community, where her family owned a business and belong to St. Mary’s Parish. She has earned trust in this sector since 2013 working at our 275 James Street North office.
 
Word of mouth is on our side. Primarily, our new clients have been referred by our existing clients. We appreciate you recommending us to your family and friends! 

 

Click here to schedule a private consultation.