Cross Border Services

As a part of our services, our team is registered in both Canada and the United States as Investment Advisor Representatives through BMO Nesbitt Burns Securities Limited (NBSL).

Through NBSL, our team is able to help US residents manage their investments on a discretionary basis with the Managed Account Program under an asset-based fee arrangement with no separate brokerage commissions.

With the NBSL platform and through our partnerships with BMO Wealth Management USA and BMO Harris, we are able to provide the same level of client services to our US resident clients.