Tel:
306-780-9700
Address
BMO Nesbitt Burns
2103-11th Ave.
Suite 1171
Regina, SK
S4P 3Z8
BMO Nesbitt Burns
Bank of Montreal - Rochdale and Vanstone
3891 Rochdale Blvd.
Regina, Saskatchewan
S4X 0P9
BMO Nesbitt Burns
Bank of Montreal - Yorkton
15 Broadway St E
Yorkton, Saskatchewan
S3N 0K2
Contact Us
Our Services
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Investment Management
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With over 90 years of combined experience, our team designs and manages custom investment portfolios specific to clients unique situations, objectives and risk tolerance
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Access to some of the world’s top institutional portfolio managers
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Individual, joint, RRSP's, RRIF's, LIF's, TFSA's, Locked-In, corporate and holding company investment account options available
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Stocks, bonds, GIC's, mutual funds and ETF's
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Portfolio minimum starting at $500,000
Wealth and Retirement Planning
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We take a holistic approach in working with our clients to create a custom and easy to understand road map to reach their goals
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We work with a team of dedicated financial planners, tax, estate and will specialists to help plan even the most complex situations
Estate and Insurance Advisory
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Whether the goal is estate preservation, tax minimization or business succession planning, our dedicated Insurance Advisor can provide unique insurance solutions for our clients evolving wealth needs
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