BMO Nesbitt Burns
1501, avenue McGill College
WHAT EXACTLY ARE YOU PAYING US FOR?
We are your gatekeepers and exercise our fiduciary responsibility to do what’s in YOUR best interest at all times. We aim to be fully transparent.
We prepare for you detailed retirement plans using our Naviplan software
We have access to BMO Nesbitt Burns’ top ranked research and their model portfolios
We pick outside mutual fund managers who have long-term successful track records. We ensure that they have compact portfolios, high active share and large percentages of their personal wealth invested side by side with yours.
We monitor correlation between securities, asset classes and geographic mix to ensure true diversification.
We are always conscious of the possible income tax consequences of our decisions and attempt to be as efficient as possible in this regard.
We prepare all necessary tax documents as well as gain/loss reports and act as a liaison with your accountant.
We meet with you face to face at your convenience for detailed reviews
We avoid speculating and/or chasing current fads, which ultimately leads to a deviation from your original goal and often serious losses.
We avoid panicking and altering your original objectives in the midst of market turmoil keeping your eye on the long term goals we set. We view volatility as long term opportunity not a risk. It gives you a chance to add to good quality investments at undervalued prices.
We offer Estate planning, Life Insurance, Annuities, and banking services through our affiliates.
BMO Nesbitt Burns is backed by the capital of a large Canadian Chartered Bank. They also have strict compliance oversight as it pertains to your asset mix vis-a-vis your stated objectives on your signed client account agreements.