Customized wealth services and solutions for you, your family and your business.

BMO Private Wealth brings together two of Canada’s most reputable wealth management businesses: BMO Nesbitt Burns, one of North America’s leading full-service investment firms, and BMO Private Banking, Canada’s best private bank1. Together, we bring you highly personalized services to grow and preserve your wealth and make your vision a reality.

Full-Service Wealth Management

Your dedicated BMO Nesbitt Burns Investment Advisor will develop a plan that’s right for your wealth needs – across all stages of your life and business. Your Investment Advisor can deliver:

  • A full suite of investment management solutions that address the needs of all investor profiles
  • Multigenerational wealth planning from a network of specialist partnerships across BMO Financial Group, including:
    • Wealth planning to prepare for the expected and the unexpected, from financing a home, vacation property or business to saving for a child’s education, planning for retirement or navigating a major life transition
  • Trust and estate services
  • Insurance solutions
  • Philanthropic planning
  • Tax planning
  • Family office services for ultra-affluent families with complex needs
  • Business succession services
  • And more

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Find an Investment Advisor Near You

Kingston

67 Brock St,
Kingston, ON
K7L 1R8

 

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Brockville

1 Court House Square,
Brockville, ON
K6V 3X2

 

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Perth

30 Gore St E,
Perth, ON
K7H 1H5

 

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Building stronger communities.

At BMO Nesbitt Burns, we take pride in our community. That’s why each year, through various donations and sponsorships, we are committed to providing our support to a number of charities and local causes. Additionally, our Investment Advisors and staff volunteer their time by sitting on a variety of local boards and committees. Together, we hope our commitment and efforts make a difference in Kingston, Brockville and Perth.

 

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Recent Posts

Weekly Strategy Perspectives: Profile of a Bubble (How Worried Should We Be?)

Jun 05, 2026 - BMO Private Wealth

Equities pushed farther into uncharted terrain this week, exacerbating fears of an impending bubble....

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BMO Nesbitt Burns Global Markets Commentary: Goldilocks Held Hostage

Jun 03, 2026 - BMO Private Wealth

In the early days of the conflict, the priority was to understand and quantify the effect of higher energy prices and other key commodity supply disruptions on the global economy, inflation, plus monetary and fiscal policy....

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Weekly Strategy Perspectives: Great (Inflation) Expectations – Part II

May 29, 2026 - BMO Private Wealth

Investors looking for resolution of the creative tension between cheerful equity markets and fretting fixed income markets were stymied yet again this week....

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