one of Canada's leading full-service investment firms, BMO Nesbitt
Burns serves the investment needs of individual, corporate, government
and institutional clients. BMO Nesbitt Burns Investment Advisors draw on
the firm's top-ranked* investment research and broad range of products
and services designed to meet the specific investment objectives of
individual clients. BMO Nesbitt Burns Investment Advisors provide their
clients with timely advice, high-quality service and one of the broadest
selections of products in the business. In addition to the traditional
equities, fixed income securities and mutual funds, BMO Nesbitt Burns
has developed an extensive and growing line of proprietary products.
Some of the Services Offered by BMO Nesbitt Burns:
BMO Nesbitt Burns Quadrant Program®
on the principle of protecting and enhancing wealth, the Quadrant
Program constructs a portfolio that consists of a range of specialized
mutual funds - each of which combines the talents of some of the leading
investment managers in the world. Research has proven that this
approach provides the optimal combination of risk control and return
enhancement. The Quadrant Program is available to investors with a
minimum account size of $50,000.
BMO Nesbitt Burns BluePrint Program ®
BMO Nesbitt Burns BluePrint Program offers you the opportunity to
participate in one or more of seven model portfolios, each actively
managed based on the recommendations of the top-ranked* BMO Nesbitt
Burns Research team. Plus, as a fee-based account, there are no trading
most people, retirement is the goal of years of hard work and saving.
To achieve and maintain this goal, Frazer completes a retirement
analysis, using BMO Nesbitt Burns sophisticated planning software, to
help understand client needs and set realistic retirement goals and
expectations. Clients benefit by having a roadmap for future savings
Estate Planning and Preservation
planning can play a crucial role in ensuring that you have greater
control of your assets during your lifetime. It can also help maximize
and preserve assets from unnecessary legal and tax costs, enhance
provisions for your family and future generations, and ensure that your
assets will be distributed according to your wishes. I, along with an
Estate and Insurance Advisor**, can review your present situation,
establish your objectives and concerns, identify potential problems or
risks, examine and calculate tax consequences, develop and implement
strategies, co-ordinate with other advisors and monitor and update your
plan as needed.
Online Access to your Account
BMO Nesbitt Burns Gateway is our client information centre.
Please contact me for more product or service information.