We are a trusted team of professional investment advisors, working locally in Fredericton, New Brunswick, for one of Canada's leading wealth management firms; BMO Nesbitt Burns.
As flexible and patient investors, we develop and implement various investment strategies that deliver a well-balanced, diversified portfolio geared towards maximizing sustained long-term returns without incurring undue risk.
Our various wealth management services are in place to help you plan, grow, protect and transition your wealth.
With over 30 years of combined industry experience, we manage portfolios for affluent individuals and businesses who want to actively build and sustain their financial security; our average client has about $1 million in investible assets.
Contact us directly on: (506) 458-8570 or via email: email@example.com or firstname.lastname@example.org
Visit the "Our Team" tab to learn more about each of us individually.
BMO Nesbitt Burns- Wealth Management
BMO Nesbitt Burns is a strong, proud and determined organization which has been recognized as one of the top-ranked investment firms in North America. *In 2015 we were awarded the Best Full Service Investment Advisory in Canada by Global Banking and Finance Review for the second consecutive year. We received this accolade for our continued efforts to provide comprehensive investment services and wealth management advice. This award is a testament to our outstanding achievements as a firm and likewise, our steadfast dedication to excellence in the investment industry.