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Karen Chalovich
Teresa Smith
Heather Gingell

Tel: 905-373-1507
Toll Free: 1 800-934-9992
Fax: 905-373-9331

76 King Street W
Cobourg, ON
K9A 2M3

Solutions & Services

As one of North America's leading full service investment firms and a member of BMO Financial Group, BMO Nesbitt Burns provides clients with an extensive range of financial products and services.

BMO Nesbitt Burns Investment Advisors have the expertise, tools and top-ranked research to create a wealth management strategy that's customized for you, based on your unique goals and financial situation.
We are pleased to offer Products and Services such as Financial Planning, Retirement Planning, Education Planning, and Estate & Insurance Planning to help make your financial goals a reality.

It’s never too late to put your financial affairs in better order. To help you achieve this goal, we can provide real-life scenarios designed to help you better understand the Solutions available to meet your individual needs. Are you Dealing with Divorce? Has someone in your family passed away and you are Executor for the Estate or have received an Inheritance and need help? Are you Planning for Retirement? These are just a few of the life issues many of us face for which we can help you with solutions.

What will Your Retirement Look Like? Retirement is being redefined. The New Retirement is simply that: Retirement your way. We know that the New Retirement needs new levels of planning. The conventional, cookie-cutter approach can't meet the individual circumstances and goals of the new, active retiree. That's why it's important to work with a financial advisor who knows how to personalize your plan.

Life Stages is a guide to financial planning for every stage of life - Specifically designed for women. At various stages of your life, you are faced with important investment and financial decisions. Your success in making these decisions with the help of a sound investment strategy can have a major impact on your income, net worth and, ultimately, quality of life in retirement.