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George Dingee
Jeremy Pearson
Sandra Bell McKenney
Brian Clark

Toll Free: 1800-565-3404
Tel: 506-634-6880

44 Chipman Hill
Suite 1500
Saint John, NB
E2L 2A9

Other Programs and Services

BMO Nesbitt Burns,
#1 Equity Research in Canada in 2005

For 25 years in a row, BMO Nesbitt Burns has had the top Equity Research team in Canada.

Our award-winning equity research analysts have a long and proven track record of leading industry knowledge and depth of market understanding covering over 400 companies across diverse industry sectors. A kind of knowledge and understanding that helps us build stronger portfolios for our clients.


The BMO Nesbitt Burns Meridian Program®

Advice, recommendations and assistance – along with the choice of online trading – for one competitive, all-inclusive annual fee.

The BMO Nesbitt Burns Meridian Program combines all of the benefits of an ongoing relationship with your Investment Advisor with the power of the Internet. You will receive immediate online access to a wealth of expertise and information, including near real-time details on your existing holdings, and investment opportunities identified by the top-ranked* BMO Nesbitt Burns Research Team.

You have the choice of executing your equity, mutual fund, and option trades using traditional methods or making the trades directly online.

Investment Advice is Always Available
Either way, your Investment Advisor is always available for assistance – from helping you to establish a personal investment strategy to providing you with recommendations and feedback on your own ideas.

You also have easy access to our technical support staff who can assist with online inquiries.


BMO Nesbitt Burns Prime Access Account®

Simplify Your Life
BMO Nesbitt Burns Prime Access Account combines a regular BMO Nesbitt Burns investment account with a BMO Bank of Montreal deposit account -- offering you 24 hour access to your money at preferred rates for debit and margin transactions, and with premium rates of interest on cash balances.

BMO Nesbitt Burns Prime Access Account makes life simpler. You'll benefit from less paper, fewer complications, more direct control, and more powerful compounding for your cash.

As a BMO Nesbitt Burns Prime Access client, you'll receive:
  • personalized cheques at no charge for both Canadian and U.S. dollar accounts,
  • free chequing privileges (Limit of 15 cheques per month.),
  • free Internet and telephone banking,
  • online access to view all the transactions in your account through BMO Nesbitt Burns Gateway,
  • and electronic access to the cash available in your investment account.

Each month that there is activity in your account, you'll receive a consolidated statement summarizing securities transactions and holdings, as well as banking transactions.

Prime Access – Service Overview
  • BMO Nesbitt Burns Investment Account
  • BMO Bank of Montreal Deposit Account
  • BMO Nesbitt Burns FirstBank Card®
  • BMO Bank of Montreal InstaBank
    • INTERAC®* Network
    • Cirrus®* Network
    • Maestro®* System
  • Telephone Banking Service
  • NetBanking
  • Free Chequing
  • Free Personalized Cheques
  • Preferred interest rate on credit and debit cash balances
  • BMO Nesbitt Burns Service Centre
  • Line of Credit
  • Consolidated Monthly Reporting®


BMO Nesbitt Burns Access Service®™

BMO Nesbitt Burns Access Service, a simplified version of the Prime Access Account, allows you to seamlessly combine your BMO Nesbitt Burns margin account with BMO Bank of Montreal's deposit account.

With BMO Nesbitt Burns Access Service, you will have all of the benefits of working with a BMO Nesbitt Burns Investment Advisor, as well as access to Canada's top-ranked investment research* and a full range of investment products and services.


2®* Bank of Montreal is a licenced user of the Cirrus trade-mark of Cirrus System Inc., the Interac trade-mark of Interac Inc., and the Maestro trade-mark owned by Maestro International Inc.
® "FirstBank Card" and "InstaBank" are registered trademarks of Bank of Montreal, used under licence.