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Christine Fortin
Spencer Bromley
Sofia Smith
Jamie Wilson

BMO Nesbitt Burns
1959, 152 Street
Suite 270
White Rock, BC
V4A 9E3

BMO Nesbitt Burns
1484 Water Street, 3rd Floor
Kelowna, BC
V1Y 1J5

Contact Us

Our Clients

Foundations & Government Institutions

We have a unique experience as we have been on your side of the table.  Our goal is to keep you out of the newspapers (in a good way). We deliver risk adjusted returns according to a rigorous and controlled discovery process
We will review or help you write out an Investment Policy Statement that is in line with the BC Trustee Act.  We provide the investment management, retirement plan administration for our pension plan clients, and trust and custody for our institutions.   We have provided for innovative funding of large multi-year projects with multiple levels of PP partnerships.