Proudly Serving Clients in Northumberland and Quinte since 1998

Boris Cory and Jennifer

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Boris' open approach to communicate quality advice in clear terms ensures clients are comfortable and confident with their investments.

 

Boris has been advising conservative, high net worth clients since 1998 with BMO Nesbitt Burns Inc. He works with a wide range of families, professionals and corporations, offering a customized approach to managing investments. His clients benefit from conservative portfolio management guided by BMO Nesbitt Burns top-ranked research. Boris believes that extra effort should be devoted to ensuring that a high quality investment program reflects his clients' individual experiences, personal goals and risk tolerance.

 

"I specialize in recommending and administering investment accounts, retirement planning and tax savings strategies for estate purposes. For the business owner, I can extend my normal services to include individual pension plans."

 


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Recent Blog Posts

Weekly Strategy Perspectives: Risky Business

Jan 23, 2026 - BMO Private Wealth

The Through Line: After an extended period of relative calm, volatility has reasserted itself into capital markets. Fluctuating asset prices are nerve wracking – especially when they happen suddenly or with great velocity. Yet price volatility by its...

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Weekly Strategy Perspectives: Putting a Sweater on the Octopus – employment paradoxes and paradigms

Jan 16, 2026 - BMO Private Wealth

The Through Line: The wellbeing of the labor market preoccupied commentators, policy makers, Fed watchers and job hunters for much of 2025......

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BMO Nesbitt Burns Global Markets Commentary 2025 Year in Review: Resilience and Feedback

Jan 05, 2026 - BMO Private Wealth

Resilience and feedback and are two words that best sum up 2025. The year may also go down as the “t” year: tariffs, tensions, trade, TACO and Trump all featured prominently......

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