Our Mission Statement
give our clients and friends a sense of confidence with respect to
their futures, by providing investment strategies that best suit their
needs. We will provide financial planning, estate planning, and wealth
management services, in a friendly, sensitive, pro-active and efficient
investment philosophy is conservative in nature. Our goal is to provide
financial planning advice in a clear and straight forward manner. We
design financial plans around your specific needs and goals and use
state-of-the-art research and individual profiling methods to build your
investment portfolio. Your portfolio will be comprised of as many asset
classes as needed to meet your investment goals. For example, we use
independent portfolio managers, money market investments, bonds,
preferred shares, income trusts, common equities as well as mutual funds
to gain exposure to specific industry segments or foreign investments.
Whether our clients are conservative income-oriented or growth-oriented
investors, our team will design an investment strategy that best fits
their unique needs.
What Our Team Brings To You
a full service investment firm, information and advice are value-added
benefits of your investing partnership. With a top ranked* Research
Department and a team of product specialists you are assured of high
quality investment recommendations that are essential to the growth and
security of your capital.
BMO Nesbitt Burns also employs a state
of the art client information system. This enables us to quickly assess
relevant details on your portfolio, and communicate effectively with
you. Whether answering your question, analyzing your portfolio's return
or providing you with a transaction history, our resources allow us to
give you the personalized service that you deserve.
About BMO Nesbitt Burns
of Canada's leading full-service investment firms, BMO Nesbitt Burns
serves the investment needs of individual, corporate, government and
institutional clients. For private-client investors, BMO Nesbitt Burns'
Investment Advisors draw on the firm's top-ranked* investment research
and broad range of products and services designed to meet the specific
investment objectives of individual clients. BMO Nesbitt Burns
Investment Advisors provide their clients with timely advice,
high-quality service and one of the broadest selections of products in
the business. In addition to the traditional equities, fixed income
securities and mutual funds, BMO Nesbitt Burns has developed an
extensive and growing line of proprietary products.