Tel: 613-267-8211
Fax: 613-267-8266


BMO Nesbitt Burns
67 Brock Street
Kingston, ON
K7L 1R8

BMO Nesbitt Burns
30 Gore Street East
Perth, Ontario
K7H 1H5

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When constructing portfolios, we focus our attention on time-tested, sound investment practices.

This results in high-quality, prudently built portfolios with an emphasis on consistency. Investment decisions are made in the context of the entire portfolio. A client’s financial plan determines our overa
ll asset allocation recommendation, and a client’s tax situation impacts our recommendation for how each individual account is structured.

Every recommendation we make looks not only at the quality of the individual security but at its impact on the portfolio as a whole.