Our Team
What differentiates us
Putting the pieces together - see our 360 approach.
Our holistic approach addresses all aspects of managing, protecting and transferring your wealth.
We combine all the resources at BMO Nesbitt Burns such as industry leading equity research, tax lawyers, insurance specialists and financial planners combined with our 40 plus years of experience to help entrepreneurs and professionals like you manage your wealth.
Our ultimate goal is to help you achieve financial well-being and peace of mind.
Our team provides a holistic approach to help build, protect and transfer wealth. We can help manage your investment portfolio such as personal holding companies, RRSP, RRIF and TFSA accounts.
About BMO Nesbitt Burns
One of the leading full-service investment firms in North America, BMO Nesbitt Burns has been helping clients meet their investment objectives since 1912. Today, we strive to meet the needs of investors by offering them personalized wealth management methods, including access to award-winning equity research. As a member of BMO Financial Group, BMO Nesbitt Burns also provides clients with one of the largest wealth management solutions and services currently available on the market
