COVID-19 Update: At BMO Nesbitt Burns, we care about the safety of our clients and professionals. To help keep you and our team healthy, and to support public health efforts to manage the spread of COVID-19, our office is closed to public traffic during this time. We are still open for business, and happy to connect by email, phone or using one of our virtual meeting options. Thank you for your understanding. Your safety will always be our priority. _____________________________________________________
BMO Nesbitt Burns is one of Canada's leading investment dealers. We are uniquely qualified to assist clients in realizing their investment success.
As investment professionals, we help individuals and families make the right decisions with their money for their unique financial and life goals. Financial matters are complex and we can provide guidance and resources. Our goal is to provide clear guidance on the many investment options available to our clients so that they can make meaningful choices. Together, investment solutions are confidently selected to help grow and preserve your wealth and income. Our clients are important and we are pleased to assist them to achieve their dreams.
With more than 35 years in the investment industry, Karen Chalovich is experienced in developing personalized investment plans that take into account each client's goals, risk tolerance and investment time horizon. Based on analysis of the client's financial goals and current situation, an appropriate investment strategy is recommended. Each client's portfolio is continually monitored to ensure their specific needs are met.
As a BMO Nesbitt Burns Senior Investment Advisor, Karen offers timely, relevant, high quality investment advice. BMO Nesbitt Burns offers industry-leading equity research and BMO Nesbitt Burns Managed Assets Group provides access to world-class managers. She has broad experience and a solid reputation in assisting individual, corporate and institutional clients. Karen opened the BMO Nesbitt Burns Cobourg office in 1993.
RRSPs, RRIFs and Retirement Planning
Investment Tax Planning
Insurance and Estate Planning* through BMO Estate Insurance Advisory Services
Charitable Donations & Philanthropy