BMO Nesbitt Burns
1 First Canadian Place
39th Floor, P.O. Box 150
We develop a customized investment plan for our clients based on a thorough understanding of their key financial objectives that were revealed in their customized financial plan.
1. What are their primary personal goals
2. Some of the key financial objectives that we identify are:
3. What amount of involvement would they like with their investment portfolios
4. The investment management is dynamic, proactive and we have the award winning resources of BMO's research department to draw on.
Serving your best interest means offering an unbiased range of investment solutions; taking the time to explore new opportunities; and accessing both internally and externally managed strategies – including world-class managers from around the globe. Tailored to your specific risk profile and goals, the right choices are informed by a depth of experience, proprietary research and ongoing evaluation, designed to efficiently, and prudently, manage your portfolio of capital for generations to come.
The highest standard of objectivity. The right choice for you.
An optimal balance of internal and external boutique investment managers based on macroeconomic analysis and your unique objectives
Scale, scope and buying power to negotiate fees with third parties
Rigorous due diligence and dedicated research across our platform based on investment policy and management committee standards
Proven track records for selected managers that is closely monitored on an ongoing basis
Asset allocation strategies and opportunities that offer different approaches/styles to optimize long-term return potential and manage risk
Global resources and bench strength used to inform investment decisions
Investment management from a trusted, centralized source