BMO Bank of Montreal - We're here to help.™

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


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

BMO Nesbitt Burns
275 James Street North
Hamilton, Ontario

BMO Nesbitt Burns
2170 Rymal Road East
Hamilton, ON

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Managing Your Unique Portfolio

However intricate your situation, our tailored solutions will alleviate the stress that comes with navigating the complexity of today’s financial markets and allow you the freedom to do whatever you do best.

Every client is different, so we build customized portfolios following a disciplined and consistent approach. 
  • Mitigating risk,
  • Listening to their lifestyle goals and estimating their cash flow needs and expenditures in retirement,
  • Building income-generating portfolios to provide a steady cash flow for the desired retirement lifestyle, and
  • Drawing cash in the most tax-efficient manner.
We operate with objectivity – our team is free to use a wide range of investment vehicles internally and externally without bias to any platform or product. 
Our wealth management expertise includes: 
  • Non-Registered Accounts – Individual, Joint, Corporate, Personal Holding, Trusts, Estates, Foundations , Not-for-Profits
  • Registered Accounts – Registered Retirement Savings Plan (RRSP), Locked In Registered Account (LIRA), Tax Free Savings Account (TFSA), Registered Retirement Income Fund (RRIF), Life Income Fund (LIF)
  • Educational Accounts – Registered Education Savings Plan (RESP)