We are dedicated to building lasting client relationships through trust, transparency, and proactive service.
Keeping you informed is our priority — from providing educational resources to promptly addressing questions and administrative needs. We actively monitor your accounts to seize opportunities and adapt to market changes.
Regular reviews of your goals, strategy, and portfolio performance ensure your plan stays aligned with your evolving needs.
Our commitment is simple: clear communication, responsive service, and unwavering support.
For those with substantial assets, the BMO Nesbitt Burns Managed Portfolio Account offers the confidence of expert oversight and the convenience of time saved. Your investments are managed by a dedicated Portfolio Manager, supported by the deep expertise and resources of BMO Financial Group.
This professional approach ensures disciplined portfolio construction, continuous monitoring, and timely adjustments aligned with your goals and market conditions. It’s a personalized, hands-off solution that lets you focus on what matters most — while we focus on growing and protecting your wealth.
"I believe we can significantly enhance our clients’ overall long-term financial success with the personal attention, proper planning, and ongoing counsel offered by my qualified and dedicated team." John Berryman, Senior Portfolio Manager
"I believe we can significantly enhance our clients’ overall long-term financial success with the personal attention, proper planning, and ongoing counsel offered by my qualified and dedicated team."