525 8th Avenue SW
Managed Portfolio Accounts, (see Products for more information)
Financial Planning, Options Trading
We believe we can enhance our Clients' overall long-term financial success with the personal attention, proper planning and ongoing counsel by our qualified and dedicated team.
We are committed to building solid, lasting relationships with our clients. Keeping clients informed is a top priority. This means providing access to a wealth of educational materials, promptly returning phone calls, and quickly following up on administrative issues. It also involves monitoring accounts on an ongoing basis to take advantage of opportunities as they arise, and changing market conditions. We regularly review goals, strategy and portfolio performance with our clients.
About BMO Nesbitt Burns
As 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.