BMO Nesbitt Burns
1501, ave. McGill College
Discretionnary and non-discretionnary management for the last 20 years.
1. Direct access to managers.
2. Tradition of excellence in research.
3. Personal contact every quarter.
4. Detailed quarterlies and annual reports.
5. 50 families per manager.
- We have access to a number of experts
- Will revision service.
- Risk management and asset protection.
- Trust services.
- Personal and mortgage financing.
- Annual review of your financial situation.
- Community support
Annual fund-raising event generating more than $250,000 in donations every year.
Understand and adapt to each investor
The quality of the Perron Group services is based on 3 key values: education, transparency and stringent standards. The objective of this approach is to bring a breath of fresh air to the current landscape surrounding investments. For all of our team members, it is important to understand each client and find a middle ground between reward and risk management. This translates to a personalized approach, under the supportive roof of one of Canada’s biggest bank.
Each portfolio is built according to the client’s profile in order to ensure that the investment objectives are realistically achieved. Always aware of the latest in the economy and financial sector, the advisors of the Group take pride in the personalized and tailored advice based on the most recent data available.
Furthermore, the group offers financial planning and advice to answer specific needs based on the individual’s view of his or her future. We are also able to offer some fiscal, estate or insurance advice through the many experts available to our clients free of charge.