Portfolio Manager, Financial Planner
BMO Nesbitt Burns
Expert financial advice no matter where you are in life.
At BMO Private Wealth, we guide successful families through pivotal moments and the often complex and emotional financial decisions that arise over time. We will partner with you to navigate you through the opportunities and challenges that come with wealth.
Our role is to anticipate your wants and needs, present ideas that are unique to you and engage the right partners from our in-house team of highly disciplined, experienced experts. Using this collaborative approach, we identify practical, actionable opportunities and solutions, empowering you to proactively strategize for the future – from a simple bank account, to preparing the next generation to lead the family enterprise.
You will experience what sets us apart through our multi-disciplinary team approach.
The value of BMO Private Wealth
A long-term partnership for tailored service, solutions and support.
Together with you on your journey
Wherever life takes you, through continuous discovery rooted in planning, we will be there to provide industry-leading solutions, while bringing the full breadth of BMO Private Wealth’s resources to keep you on track to your goals, and focused on what matters most: you.