1 First Canadian Place
38th floor, P.O. Box 150
|The Ross Group Wealth Advisors
The Ross Group is dedicated to helping their clients make the decisions needed to secure their current and future financial well-being. We have a mission to build and maintain trusted long-term relationships with our clients. We want to help clients achieve peace of mind by challenging them to understand and take action of all opportunities, both lifestyle and financial, that exist for them now and in the future.
Larry and his team are an exceptional group who are dedicated to maintaining an extraordinary level of client service.
The Internal Wealth Consultants consists of a group of professionals specializing in comprehensive wealth planning. These professionals are involved in financial planning, Canadian tax planning, cross border tax planning, business succession planning and Wills and Estate planning issues.
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The Internal Investment Team consists of Larry Ross, Richard Belley and Abe Gottesman along with internal Investment Strategists specializing in both institutional fixed income and equity mandates. All investment decisions are detailed and analyzed by this group. The Ross Group Wealth Advisors manages portfolio’s based on a discretionary or non-discretionary basis.
To learn more about the team, please have a look at the team's individual profiles.
About BMO Nesbitt Burns
BMO Nesbitt Burns is a core part of the success of BMO Financial Group. We have an extensive network of approximately 1,300 Investment Advisors at 76 branches across Canada.
BMO is Canada’s oldest bank, founded in 1817. The origins of BMO Nesbitt Burns’ predecessor firms date back to 1912. In 1987, BMO Bank of Montreal acquired Nesbitt Thomson, then one of Canada’s oldest and most respected investment houses. In 1994, BMO Bank of Montreal also acquired Burns Fry, one of the largest dealers of Canadian equities and debt securities. Nesbitt Thomson and Burns Fry then merged to become BMO Nesbitt Burns.