Senior Investment Advisor
BMO Nesbitt Burns
20 Erb St W
Who We Are
About BMO Nesbitt Burns
BMO Nesbitt Burns is one of North America’s leading full-service investment firms. It has been committed to helping clients meet their investment objectives and goals since 1912. Today, BMO Nesbitt Burns is focused on meeting the needs of individual investors through a customized approach to wealth management, including award winning research. BMO Capital Markets has been named the best overall institutional equity research, sales and trading team in Canada, BMO ranked 1st for equity research quality and placed second for overall research franchise. As part of BMO Financial Group, BMO Nesbitt Burns also provides clients with access to one of the broadest selections of wealth management solutions and services available today.
About BMO Estate Insurance Advisory Services
BMO Estate Insurance Advisory Services Inc. is a subsidiary of BMO Nesbitt Burns. As a life insurance agency, BMO Estate Insurance Advisory Services (BMO EIAS) has agreements with several major insurance carriers in Canada.
BMO EIAS provides estate & insurance related services for individual and corporate clients interested in exploring alternative strategies for estate preservation, tax deferral, tax minimization, income replacement and charitable donations.
1® "BMO” (M-bar roundel symbol) is a registered trade-mark of Bank of Montreal, used under licence. "Nesbitt Burns”, "Advance Program”, and "NaviPan” are registered trademarks of BMO Nesbitt Burns Corporation Limited, used under licence.