Tel: 250-851-8225


BMO Nesbitt Burns
1180 Columbia Street W, 201F
Kamloops, BC
V2C 6R6

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About Our Clients

While we serve a wide range of investors, all of our clients are accumulating sizeable portfolios and seek professional advice on managing their assets and planning for their future.
Having peace of mind with their finances is a top priority for our clients.
We help them achieve that.

Client Examples:

1) A recent widow, this client sold the family ranch for $3 million. She had desires of using this money to build a house, help her children, give to charities, and drawing an income for living expenses with the rest. Our team developed a financial plan which included her estate goals and investment needs. We allocated funds to professional money managers to provide the required income.

2) A couple in their fifties came to us after he recently retired from an executive position with a publicly traded company. In addition to existing retirement savings, they had stock options valued at over $1 million. Their goals were to buy a boat and spend half the year traveling. They also wanted to ensure their estate was in order as they had neglected their affairs in the past. Our team developed a strategy which included exercising the stock options and reallocating assets in a way to meet their income needs. We also completed a risk assessment and developed an estate plan including an up to date will.