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Michael Dorfman
Milica Vukovic
Gayatri Ramdeholl
Dustin Mann
Liza Cheong
Femi Orenuga

Tel: 416-359-4914

1 First Canadian Place
38th Floor, P.O. Box 150
Toronto, ON
M5X 1H3

Borderless Investing

BMO Nesbitt Burns Securities Ltd. recently established Borderless Investing; a program dedicated to meeting the investment needs of Canadians who are residents in the United States.

We know that transborder investing can be complicated, and that's why we've developed Borderless Investing - a solution for Canadians who make their home in the United States.

As a Canadian permanently residing in the U.S., you have unique investment and related needs. Our mandate is to simplify and improve the financial life of our Canadian clients living south of the 49th parallel. Our clearing agreement with J.P. Morgan permits our clients to invest in both U.S. and Canadian dollars within one account, eliminating much of the need for currency conversion.
More Broadly, Borderless Investing is based on a body of knowledge and information on a wide variety of financial, tax and estate topics. As a U.S. registered representative, I am licensed to do business with U.S. residents in most of the major U.S. States.

Please call our office for more information.