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Bonnie Richmond
Jacqueline Lee

Address
First Canadian Place
100 King St. W, 38th Floor
Toronto, ON
M5X 1H3
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Empowering You To Enjoy Your Wealth

Understanding your needs

We appreciate you work hard for your investments. You want honest, straightforward advice from professionals who will work equally hard for you.

Getting to know you

Our experienced team has several decades of assisting clients with their wealth needs. We believe in establishing a long-term relationships to help you meet your financial goals. We are committed to getting to know you. Our first meeting begins with a review of your current situation, concerns and goals you want to achieve. It is important for us to understand not only where you are today, but where you want to be in the future. We do not believe that "one size fits all" and respect your individual needs and comfort level.

Our team of experts

BMO Nesbitt Burns has assembled an extended team of industry experts and designated specialists with whom our team can partner with on your behalf should your needs require it. Backed by this group of accountants, lawyers, insurance professionals, tax and estate specialists, we can provide a comprehensive approach that incorporates your wealth and life management needs, interests and aspirations.

Working with us

We will communicate with you on a regular basis with clear, concise, transparent details relating to your portfolio. As your circumstances change, we will update and revise your overall plan to reflect these changes. We partner with you to navigate your financial roadmap. By providing you with the knowledge, resources and advice to enjoy your wealth.