We counsel a select group of clients and their families to help them build long-lasting wealth and financial peace of mind.
Building long-term relationships
Glen Group at BMO Nesbitt Burns has been helping clients achieve their
financial goals since 1986. Many of our client families have been with
us for years and our relationships now encompass many generations of the
same family. We are determined to re-earn this loyalty every year.
The importance of a comprehensive Financial Plan
cornerstone of a client's financial success is a detailed plan that
outlines their current circumstances, and their future goals and dreams.
The plan will then recommend what steps are needed to achieve those
goals. The creation and maintenance of a plan is empowering and
Keeping you informed
We are constantly in
touch with our clients. We manage each portfolio carefully, prudently
and actively in accordance with each client’s objectives. We provide
clear, unambiguous and unvarnished advice to our clients.