"To us, being a team of trusted advisors takes more than having sound advice to offer. It takes the patience and commitment to listen, to learn about what's important to our clients and to help them achieve it."
-The Shimkovitz Group
A Holistic Approach Towards Wealth Management
True success in wealth management means understanding all facets of someone's financial life. This means dealing with issues as diverse as caring for aging parents, taxes, business succession planning, insurance issues and of course, investment management. In our experience, this can only be accomplished by implementing disciplined and proven wealth management strategies while also incorporating the expertise of other professionals
Our Commitment To Optimal Client Experience
We provide a personalized approach, built around your goals. We believe that every client is unique and deserves a dedicated and consistent level of service, tailored to your individual, family and business needs. Our team's first step is to get to know you, your family, and what's important for you when it comes to your financial goals. By putting this all together we can then discuss how our long term investing and financial planning can help you achieve these goals.
Who We Serve
- Business Owners
- Recently Divorced Individuals
- Medical Professionals
Questions We Frequently Get Asked:
- Will I be able to maintain my current lifestyle?
- Is my portfolio being properly managed?
- Am I taking more risk than I need to?
- Will my family be well cared for if something should happen to me?
- Am I doing all I can to minimize the taxes I currently pay?
Celebrating More Than 100 Years
BMO Nesbitt Burns is one of Canada's leading full-service investment firms, and has been committed to helping clients achieve their financial goals for more than 100 years. The origins of BMO Nesbitt Burns' predecessor firms date back to 1912. As part of BMO Financial Group, Canada's oldest bank founded in 1817, BMO Nesbitt Burns provides clients with access to one of the broadest selections of wealth management solutions and services available today.