BMO Nesbitt Burns
1501 avenue McGill College
What sets us apart
Various aspects of our service offering make us unique. In a nutshell, we have been in business for more than 25 years and the team has more than $630 million in assets under management. Our in-depth knowledge of markets and our commitment to making a difference for our 350+ clients and their families are the foundation upon which we build and maintain your trust.
A first-class organization
Few advisors or advisory groups manage assets of this size. The academic and professional expertise and the combined experience of each of our members (5) make us a highly-skilled, multidisciplinary team.
We take a holistic view of your financial planning
Our clients include executives, entrepreneurs and pensioners who wish to optimize their tax position, protect their assets and plan for the efficient transfer of their wealth to the next generation. In this respect, we provide ongoing support to properly align all financial, tax and estate strategies.
No commissions, no conflicts of interest
Unlike most advisors who are compensated on a commission basis, our clients pay management fees, a formula we consider more transparent and more in sync with our vision of a client-advisor partnership. This flexible cost structure focuses on portfolio profitability.
A sophisticated automated system for effective tracking and consistency
Our clients can access their account details online via BMO Nesbitt Burns Gateway – a confidential, user-friendly automated platform where they can view their assets and the transactions finalized at the close of the previous business day. All our clients can access their tax documents online via the BMO Web Portal.
Our clients get to hear from us all year long. Our advisors contact each of our clients on a regular basis and schedule face-to-face meetings on a quarterly basis or as needed. A performance report is sent out every three months, and we remain in contact with your accountant during the tax season. Our website also includes quarterly posts on current topics.
Finally, aside from everything we prepare for our clients, they know for a fact that when they call, Dominique will be the one answering 95% of the time.