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Specialties:
• Comprehensive investment planning
• Integrated team of specialists
• Tax minimization strategies
• Estate and transition planning
• Insurance tax planning
• Creating a Legacy
• Philanthropy and Giving Strategies

 Wealth Planning is about much more than money.

True wealth is your ability to live the kind of life that you want, to reach the goals that you have set for yourself, your family and your business and to create a legacy for the future that reflects your values.

Our top priority is providing you with solid advisory expertise and access to a team of experts who can help create solutions - from wealth planning and investment advisory services, to estate planning and insurance strategies.

BMO Nesbitt Burns is one of Canada's leading investment firms with a top-rated research department* and a wide array of investment products and services to meet all of your financial needs.

We can offer all the traditional full service brokerage options, however, we also offer many state of the industry alternatives such as Advance, Quadrant and the Meridian program. These options employ top investment managers to diversify your portfolio, reduce risk and enhance long term returns. We work with you to develop a customized investment strategy suited to your goals and risk tolerance. We then closely monitor the performance of your portfolio and provide you with comprehensive, detailed reporting.

As part of a top firm, we have the expertise and resources available to meet and exceed all your investing needs. An example is our state of the art sophisticated planning software. This powerful tool allows us to chart a course to your own financial success. We also offer online access to your accounts and our award winning research through Gateway.