BMO Nesbitt Burns
100 New Gower Street
Suite 390
St. John's, NL
A1C 6K3

Contact Us

Our Services

To help you accumulate, manage and preserve personal wealth, BMO Nesbitt Burns provides a full range of wealth management services.

Financial Planning

  • Goal Setting
  • ​Cash-Flow Analysis
  • Net Worth Assessment
  • Investment Planning
  • Retirement Planning
  • Insurance Planning – Income and Asset Protection
  • Estate Planning
  • Tax Efficiency

Banking & Credit Strategies

  • Private Banking
  • Effective credit management – mortgage, line of credit, personal and business loans
  • Cash management services
  • Access to Commercial Banking Specialists


Retirement Planning

  • Identify goals
  • Evaluate expected income and expense obligations
  • Determine additional savings needed
  • At retirement, develop a tax-efficient income strategy

Investment Planning

  • Establishment of investment objectives
  • Asset allocation strategy including re-balancing
  • Portfolio design and security selection
  • Investment management and advice
  • Selection and monitoring of third-party investment managers
  • Periodic portfolio reviews


Tax Efficiency

  • Review current and future tax situations
  • Uncover opportunities to save taxes or defer taxation
  • Develop strategies to cover future tax liabilities

Insurance Planning – Protecting Your Lifestyle

  • Income continuance strategies (such as annuities, critical illness, long-term care and disability insurance)
  • Asset protection strategies (mortgage life insurance, business continuation insurance, critical illness and long-term care insurance and insurance for estate planning)

Succession & Legacy Planning

  • Business succession planning, financing and valuation services
  • Business transfer assistance
  • Access current and potential estate values
  • Determine obligations (debts, dependents, taxes and probate costs)
  • Identify estate planning issues and opportunities
  • Devise strategies to fund obligations and wishes



  • Charitable Donations
  • Planning giving strategy
  • Donor-advised funds or private foundation