What makes us different?


There are 3 major ways we differentiate ourselves:


  1. The firm – BMO Nesbitt Burns

  2. Our team – The Charlton Group

  3. Our core values

BMO Nesbitt Burns – is a core part of the success of BMO, Canada’s oldest bank, founded in 1817.


  1. Investment and reinvestment. Especially in technology – helps us be very efficient when serving our clients.

  2. Industry leading equity research – helps us find great ideas.

  3. Producing manager’s model - our firm is advisor driven with management here to support us.

  4. Excellent training and professional development – keeps us up to date with regards to product knowledge and industry trends.

  5. Effective "High Net Worth” platforms – great products and programs for our clients to take advantage of.

The Charlton Group


  1. Excellent client service model– By phone, email or fax we are able to communicate efficiently and serve your needs.

  2. Unique client assessment technique – this is our Individuality Assessment that we use to better understand you.

  3. Disciplined investment strategy creation process – this is key to being effective (Simple, Adaptable, Flexible & Efficient).

  4. We excel in idea generation – we use several different disciplines (fundamental, quantitative, relative strength and technical analysis etc.) along with the help from BMO to generate a plethora of ideas.

Core Values


  1. Honesty

  2. Hard work

  3. Efficiency

  4. Versatility

  5. Objectivity