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.
Our Mission Statement
To provide comprehensive wealth management through personalized financial advice.
To build a relationship based on trust and a process that delivers peace of mind.
To be the last investment professionals you will ever need to deal with.
Our Core Investment Philosophies
Focus on clients' needs/goals, not on products
Keep clients on track to reach their financial goals
Create a comprehensive plan and follow it
Carry out regular reviews with clients to reevaluate situations, goals and needs
Help clients through life changes, including marriage, retirement, estate issues*, separation/divorce, death of a spouse etc.