Melissa Rush has a network of dedicated professionals that provide comprehensive, personalized investment planning and customized wealth management strategies. Our team has been able to succeed as trusted advisors to our clients by leveraging industry leading research and resources that BMO Nesbitt Burns has to offer.
We are committed to providing exceptional client service and personalized investment advice. Our key offerings appear below.
Complimentary Portfolio Review
In-depth second opinion of your current investment holdings.
Insightful portfolio analysis to provide you with more clarity on your investments.
Identification of critical areas of concern and potential investment strategies.
Personal risk assessment, goal prioritization, and investment solutions.
Portfolio Management (fee-based and managed accounts).
Full implementation and continual monitoring of your investment portfolio.
Access to high quality stock, bond, mutual fund, exchange-traded research.
Scheduled meetings based on your personal needs and market conditions.
Regular contact during volatile and complex global equity markets to keep you informed.
Full transparency with respect to our products, services and fees.
Comprehensive Financial Plan
Holistic wealth management that creates a clear financial picture.
Multi-disciplinary approach to create, manage, protect and transfer your wealth.
Retirement planning to create a successful and fulfilling retirement.
Tax planning to ensure your financial plan is tax-efficient.
Insurance planning tailored to your specific needs.
Estate planning to ensure a legacy is created for those you care about.
Referrals to professional alliances; internal lawyers, accountants, insurance, and lending experts.
BMO Nesbitt Burns
BMO Nesbitt Burns has an unwavering belief in the power of Advisor-Client relationship. The firm is a core part of the success of BMO Financial Group, Canada’s oldest bank, founded in 1917. The origins of BMO Nesbitt Burns’ predecessor firms date back to 1912. In 1987, BMO Bank of Montreal acquired Nesbitt Thomson, then one of Canada’s oldest and most respected investment houses. In 1994, BMO Bank of Montreal also acquired Burns Fry, one of the largest dealers in Canadian equity and debt securities. Nesbitt Thomson and Burns Fry were then merged to become BMO Nesbitt Burns.
Referrals most welcome and greatly appreciated. Serving clients since 2001.