Welcome to the Jarman Investment Group 

With investment experience spanning portfolio management, trading, institutional equity sales, and product development, to life experiences like a college and professional hockey career, Kevin Jarman's unique experiences make him uniquely qualified to advise you and your family, and guide you towards your financial goals.

We're here to help you plan for the expected and unexpected in your life. From getting married, buying a home, planning for a child's future, or building a business, Kevin is here to make it all possible and help you through these important periods of transition.

BMO Nesbitt Burns advisors have a long history of supporting the wealth management needs of Canadians, and we are proud of the lasting impact that we have built with Canadian families throughout generations.

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Bespoke solutions for your evolving needs

Our comprehensive solutions are tailored to your evolving needs, providing you with peace of mind to help you confidently navigate through your wealth complexities.

 

Wealth Planning

 

Wealth Planning Strategies

A wealth plan helps you understand where you are and where you want to be. We create a plan to help get you there.
 

Tax Planning

Tax minimization is a key strategy to manage your wealth. A BMO Private Wealth professional will work with your current tax team to help you effectively manage your assets.
 

Business Owner Advisory Services

Explore unique possibilities with our seasoned professionals who design innovative and practical solutions to help you seize opportunities, tackle challenges and propel your business forward. 

Business Succession Planning

Prepare your business for a successful transition with our team of highly skilled succession professionals. Our team can craft versatile solutions for inter-related personal and business wealth strategies toward safeguarding your legacy. 
 

Retirement Planning

Retirement has changed and, when you're ready, we'll help you prepare your unique plan as you move towards a new stage.
 

Legacy Planning

Manage your philanthropic endeavours through education, advisory, and administration services to create the right framework to enable you to have a lasting impact across generations.

 

Private Banking
 

Private Banking

A BMO Private Wealth professional will help you with banking and borrowing solutions for your personal and business needs.
 

U.S. Cross-Border Solutions

If you spend a significant amount of time in the U.S., we can help you manage your financial needs on both sides of the border.

Investment Management
 

Investment Management and Advice

Grow and preserve your wealth with expert advice and solutions that are tailored to align with your unique investment goals.
 

BMO Nesbitt Burns

Leverage expertly crafted, personalized wealth management strategies from one of North America's leading investment firms.
 

BMO Private Investment Counsel

Benefit from expertise, guidance, oversight and fully discretionary investment solutions that free you from having to make day-to-day decisions. 

Trust and Estate
 

Trust and Estate Services

BMO Private Wealth professionals will work with you to create a comprehensive estate plan that aligns with your values.
 

Philanthropy

If leaving a legacy is important to you and your family, we can help you create a strategic plan that aligns with your values.

Recent Posts

Weekly Strategy Perspectives: Bonds Behaving Badly

Apr 02, 2026 - BMO Private Wealth

Fixed income markets have had a rough go of it in the last couple months....

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Middle East Conflict: Economic and Market Ripple Effects

Apr 01, 2026 - BMO Private Wealth

Geopolitical tensions in the Middle East and significant energy supply disruptions are reshaping the global economic and market landscape....

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Weekly Strategy Perspectives: Global Policy Pivot – What Game Are We Playing?

Mar 27, 2026 - BMO Private Wealth

From the day Donald Trump took the presidential oath of office for his second term, substantial changes impacting the global order were set in motion....

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