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Our Services

Our Approach
  • We take a consultative approach—providing personal attention, strategic planning, and ongoing advice and support to each of our valued clients.

  • We believe high-quality income-producing equities will provide the best risk-adjusted returns for investors over long periods of time.

  • We believe investing and client relationships should be approached with the long-term in mind—we’re out to help you win the marathon, not the sprint.

  • We constantly strive to achieve the next level of success. We can only be successful when our clients are successful.

Our Solutions
BMO Nesbitt Burns is a full-service investment firm, allowing us to offer one of Canada’s broadest selections of financial products and services. We are backed by some of Canada’s best investment knowledge and market expertise.

In addition to the research provided by our firm, we utilize independant external research to construct robust, diversified portfolios that participate in up markets and provide downside protection in falling markets.

Individual Portfolio Management
High net worth individuals are typically experts at something—and that something is typically not investing. We work with you to design an Investment Policy Statement that details your goals, risk tolerance, and time horizon so you can focus on the big picture and leave the minutiae to us. Find out more about a Managed Portfolio Account.

Advisory Investment Account
With a traditional advisory account, we work in partnership with you to help ensure you stay ahead of investment and industry trends by sharing top-ranked research and providing valuable insights and advice. This type of account is individually tailored to meet your needs and works best for clients who like to be involved in making decisions about their holdings and/or who want to have access to private placements.

The BMO Nesbitt Burns Meridian Program provides many benefits including commission-free trading through either any member of our team or via the Internet for an all-inclusive annual fee.

Retirement, Tax, and Estate Planning
We structure your investments in a tax-efficient manner, ensuring we maximize the advantages offered by all types of registered plansRRSPs, RRIFs, IPPs, TFSAs, RESPs & RDSPs—as well as through personal holding companies, trust accounts and more. We also do year-end tax planning and can help you make the most of your charitable giving.

We have an Estate and Insurance Advisor on staff and will also work in conjunction with the other trusted professionals in your life such as your lawyer and your accountant to ensure your wealth is managed effectively.

Financial Planning
We use a state-of-the-art financial planning tool to help you achieve your financial goals. Whether your situation is simple or more complex, this tool provides the analytical engine to create a customized financial plan.

Preferred Plus Account
The BMO Nesbitt Burns Preferred Plus Account is designed to help you simplify your finances by consolidating your BMO Nesbitt Burns investment account with a BMO Bank of Montreal® bank account—providing you with easy access to your funds. Many everyday banking transactions are free of charge including debit purchases, bill payments, Canadian and U.S. money orders and bank drafts.

Gateway
BMO Nesbitt Burns’ Gateway® online client information centre provides access to an abundance of online features, from account information to online investing tools. Gateway is free of charge; all you need is Internet access and a password. Learn more, or take a tour.

Our Clients
We serve a wide range of investors: successful individuals, business owners, and their families who value our professional services to help them manage their assets and plan for their future. Growing and protecting their wealth and having peace of mind with their finances are top priorities for our clients.