Mark Perkins
Christina Trithart
Fax: 306-780-9712
Tel: 306-780-9700
Toll Free: 1800-667-7717
Address
2103-11th Ave.
Suite 1171
Regina, SK
S4P 3Z8
 MISSION STATEMENT Products and Services As BMO Nesbitt Burns is one of Canada's leading investment firms, We have access to many investment tools and resources to successfully implement your investment plan, such as traditional investment products and managed asset programs. Equities We are able to consult with our top-rated research* team for their opinions and recommendations on over 400 Canadian companies and over 2,200 U.S. and non-North American companies. Mutual Funds With over 5,700 funds our research group narrows the focus down to fewer than 100 top picks across all the fund categories. Fixed Income Securities Fixed income securities offer a known cash flow and maturity date and are useful in providing balance, diversification and safety of capital to investment portfolios. New Issues As BMO Nesbitt Burns is a leading underwriter in Canada, We are able to provide clients with access to a wide range of new issues from governments and corporations. Meridian® Program The Meridian Program is the lastest evolution in the client advisor relationship - an advancement that maximizes your choices in achieving your financial goals. Meridian is available to investors with a minimum account size of $100,000. Quadrant® Program Based on the principle of protecting and enhancing wealth, the Quadrant Program provides broad diversification by asset class and investment style to manage risk and provide the potential for superior returns. Quadrant is available to investors with a minimum account size of $50,000. Advance® Program The Advance Program combines BMO Nesbitt Burns’ exceptional services with those of leading independent Investment Managers. All portfolios in the Advance Program are individually managed and customized to take into account your individual circumstances and tax issues. Advance is available to investors with a minimum account size of $150,000. Financial Planning Using our sophisticated planning software, we can create a retirement analysis that is customized to reflect your current circumstances, anticipated savings rate and investment objectives. Estate Planning To complement your investment strategy, we will consult our Estate & Insurance Advisor*, Tyler Lindgren, from BMO Estate Insurance Advisory Services for asset preservation strategies. *Insurance services and products are offered through BMO Estate Insurance Advisory Services Inc., a wholly-owned subsidiary of BMO Nesbitt Burns Inc. |
