Our Services
We provide comprehensive wealth advisory services to individuals, families, business owners and corporations. Backed by the strength, expertise and knowledge of BMO, your dedicated Investment Advisor can access an extensive range of products and services to support and help you reach your financial objectives.
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INVESTMENT MANAGEMENT 
Building and managing an investment portfolio requires careful planning, ongoing attention and sound financial expertise – combined with an intimate understanding of your goals, risk tolerance and time horizon.
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WEALTH PLANNING
With success comes new challenges, and managing your wealth requires a balance between meeting today’s financial needs and preparing for the future. Working closely together, your Investment Advisor can dive into your evolving life and explore how you can effectively build and manage your wealth.
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BANKING & BORROWING
From everyday banking to private banking services, from mortgage on your property to an investment loan, your BMO Nesbitt Burns Investment Advisor can introduce you to one of our many banking experts across BMO Financial Group.
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PHILANTHROPY
Giving requires as much planning as saving and investing. When you decide it’s time to make a difference through giving to a community, cause or institution you’re passionate about, we can help you understand all of your options, and assist you in making informed decisions that are consistent with the kind of impact you want to make.
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ESTATE AND INSURANCE ADVISORY
Whether you’re focused on growing your investments in a tax efficient way, leaving a legacy to your heirs, or have concerns about adequate insurance coverage, your Investment Advisor will collaborate closely with our Estate and Insurance Advisors (Financial Security Advisors in Quebec) to help with all of your estate and insurance needs.
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