Address
BMO Nesbitt Burns
1501 av. McGill College
Suite 3200
Montréal, QC
H3A 3M8
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Contact Us
Working With Us
A Team You Can Trust
Our Track Record
Bringing more than 80 years of professional experience to the table, our team has the financial expertise to bring you results.
Our Service of Excellence
Quality of Investment Advice.
Each member of our team has an extensive educational background, including two Chartered Financial Analyst charter holders as well as a Chartered Accountant designation.
Unparalleled Client Commitment.
We are committed to building a
solid, lasting relationship with our clients. Keeping clients
informed and educated is top priority. This means providing access to a wealth of educational materials, promptly returning phone calls, and quickly following up on administrative issues. It also involves
monitoring accounts on an ongoing basis to take advantage of opportunities as they arise, and changing market conditions.
Supervision and Communication.
We
regularly review goals, strategy and portfolio performance with our clients. In addition, we inform our clients about
any additional financial services that can be provided by BMO Financial Group.
Our Clients
Our clients range from
business owners to
retirees, professionals, non-profit organizations, and
institutions. We are able to assist our clients in conducting
financial, retirement, estate, and tax planning.