Our Client Commitment states that when you work with our Investment Advisors, we will . . .
- Be fully transparent
- Contact you regularly
- Provide quality over quantity
- Price with integrity
- Offer a financial plan the way you want
- To view the complete BMO Nesbitt Burns Client Commitment
The development of this commitment was guided by two sources:
- Clients - Through research, our clients have told us what qualities
they value in their relationship with their Investment Advisor and BMO
Nesbitt Burns.They have also told us what will trigger them to bring us
- Our Investment Advisors – A select team of
passionate, successful Investment Advisors provided the critical thought
leadership that helped us develop our client commitment.
- Client Standards
commitment was designed to take BMO Nesbitt Burns to the next level by
implementing client standards. These standards were created as a result
of two themes:
- Mediocrity – that exists in financial
services, in our own lives, and in some cases in our own business
practices – both head office and IA practices. Through client
standards, we will reduce our acceptance of mediocrity.
- Pockets of excellence – the extraordinary practices that happen each day in our firm that we will leverage in each of our roles.