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Jack Gilfillan
Peter Finnegan
Anne Desgagnés
Theresa Donovan

Tel: 613-547-0291
Toll Free: 1800-558-4696

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

Our fee for a balanced portfolio is 1.25% subject to a minimum annual fee of $2,250, plus applicable sales taxes. The fee is 1.00% for relationships greater than $2 million.

Fees include: advice, trading charges, regular reporting of holdings, custody of securities, collection of dividends, internet access to research and annual consolidated tax reporting.