We help our clients achieve their personal financial goals through prudent advice, a transparent process, and excellent service.
are a group of dedicated professionals committed to guiding our clients
towards the fulfilment of their financial goals. We feel that prudence
should be paramount in portfolio construction and that the process used
to provide advice should be a transparent one that engages our clients
and their families.
Our clients benefit from an experienced
team. Between us, we can draw upon over 100 years of financial services
industry experience in this complex financial marketplace. The strength
of BMO Nesbitt Burns in the areas of research, portfolio strategy and
financial planning enables us to bring top notch solutions to the table.
We believe that long-term success depends on the establishment of a
sound financial plan. This plan is the foundation on which appropriate
investment strategies are proposed.
2. We believe that it is our
responsibility to reach out to you in good markets and in bad markets,
whether changes to your portfolio need to be made or not, in order to
ensure that lines of communication stay open with our clients.
We believe that it is in our clients’ best interest for us to focus on
those areas where we have industry-leading expertise. Our clients also
benefit from our partners’ core strengths when their specialised
expertise is required.
4. We believe that the wealth management
process should be a transparent one. We work hard to ensure that our
clients understand and feel comfortable with their plan, their
portfolios and the investments they own.
5. We believe that our
services should be fairly priced. Fees should not be detrimental to our
clients’ success. Our priority is that our clients feel that they are
receiving excellent value from our service offering.