BMO Nesbitt Burns
885 West Georgia Street
Institutional Resources. Independant Feel.
As a member of the BMO Nesbitt Burns Wealth Management network, we benefit from the tools and resources of Canada’s oldest bank while conducting ourselves with the one-to-one feel of an independent firm.
We collaborate with industry specialists in tax management, estate planning, business advisory and wealth management to craft a multi-disciplinary portfolio that achieves your unique goals.
With over 20 years of experience in investment advising, we are a disciplined team of planners—strategic in the way we care for your prosperity.
Portfolio Manager, Wealth Advisor
Connect with Robert on LinkedIn
An Investment Advisor since 1995 and Portfolio Manager since 2005, Robert draws upon his experience to employ a personal approach to capitalize on opportunity, navigate market turbulence and protect household wealth.
"My children's future is invested right along side my clients. When clients experience volatility, so do I. Our unified prosperity is what drives me every day."
Associate Investment Advisor, CIM
Connect with Sahar on LinkedIn
Bringing ambition and a fresh perspective, Sahar complements Robert's experience with progressive ideas that cultivate growth opportunities within clients portfolio goals.
Overseeing daily trading and account operations, Nathalie brings experience as a Registered Representative to the administration of accounts and assist with timely client needs.
Vital in orchestrating day-to-day activity, Michelle supports management and advisory decisions by keeping all parties informed and embodies a level of transparency that clients know and trust.