BMO Nesbitt Burns
255 Queens Ave.
Working With Us
Working With Us
It all begins with you
We’re about more than just numbers and investment products. We want to know about your life, priorities, dreams, goals, family dynamics, concerns – even the deep, dark secrets you don’t normally share. Only when we know you and your goals very well can we design the best solutions.
Francine has travelled extensively and researches opportunities from all around the world to give clients’ portfolios an international breadth. She will keep you informed on global influences and complexities and how they can affect your future and can help you invest for good geographical diversification to help mitigate risk.
Fully bilingual, Francine has clients all across Canada and in the USA and Europe. She is licensed to manage money for Canadians working and living in the US and Snowbirds.
Solutions tailored to your needs and interests
Choose from our flexible service options: Have hands-on involvement in your portfolio decisions or enjoy the freedom of entrusting all your investments to our team.
We’re here to help with your financial priorities at each life stage, providing an unbiased, holistic approach. As part of BMO Financial Group, we can provide access to one of the broadest selections of wealth management solutions and services available today, including:
- Investment planning
- Wealth advisory services
- Retirement planning
- Business planning and succession strategies
- Estate and insurance solutions
- Tax planning and minimization
- Philanthropic giving and legacy planning
- Post-secondary education planning
- Strategies for building wealth
Our team establishes lasting relationships based on the highest standards of service excellence, transparency and integrity. With over 30 years of experience in financial roles, Francine brings you insightful, clear and sound financial advice. She takes the time to thoroughly research your suggestions and make sure you understand the rationale behind hers, whether it’s over the phone, at your home, or during a golf game. With empathy and clarity, she will treat you as a person, not just a client.
Our structured, disciplined, risk-managed process:
- Clarify your goals and understand your needs
- Define your vision and concerns
- Design an overall financial plan
- Develop your investment and risk management strategies
- Implement your customized portfolio and financial plan
- Monitor, review and report results