Our Mission Statement

To 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 manner.

Investment Philosophy

Our 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

As 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

One 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.