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Contact Us

Charles Funk
Shelley Qually
Jordan Tanner, B.Mgt, RHU

Tel: 403-331-2031

Address
606 - 4th Avenue South
Lethbridge, AB
T1J 0N7
Map

Education

The products and services that are listed below represent the services and tools that are used to assist clients in managing and protecting their wealth. These services are distinctly tailored to fit your needs.

If you are new to investing and are interested in basic information for investors, The Basics on Investing might be a helpful place to start.

Retirement Planning - BMO Nesbitt Burns sophisticated planning software program can help you plan for your financial future. The graphically illustrated plan is customized to give you a complete understanding of where your plan will take you. Start with the end in mind.

Estate Planning Group – Our estate planning group is composed of industry professionals. They will help you with tax planning for the estate, family trusts, avoiding estate administration taxes with multiple wills, joint partner trusts, education trusts, tax on split income, and tax planned buy-sell agreements. These professionals also utilize insurance tools in the protection of your assets.

Managed Products - BMO Nesbitt Burns offers managed asset programs which access the investment management services of some of the world's best money managers. We will co-ordinate which of these services might best fit your needs.

Stocks - Our team also manages stock portfolios for those who prefer stocks to mutual funds or managed money. This service utilizes our industry leading research department.

Fixed Income– We have one of the largest fixed income desks on the street which provides access to inventory to meet all of your fixed income needs. In addition to this desk, our fixed income strategists are high end specialists no matter what your need.

Mutual Funds - In addition to drawing on our extensive knowledge of Mutual Funds, we receive additional support from our frequent contact with Peter Loach, Vice President and Managing Director of Mutual fund Research.

Economic Research - Dr. Sherry Cooper, Chief Economist and her team are nationally renowned. They play an important role in fundamental investment decision making.