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Contact Us

Robert N. Hesp, CFP, FCSI, CIWM
Li Yu 俞笠, MBA
Jessica Banka
Darren Knott, CFP, CLU, ChFC
James Waters, BBA, CFP, CIWM

Tel: 1855-305-2851
Tel: 905-354-1211

Address
80 King Street West
Suite 600
St. Catharines, ON
L2R 7G1
Map

Other Locations

BMO Bank of Montreal
6760 Morrison Street
Niagara Falls, ON
L2E 6Z8

Publications

Tax Planning Strategies
Tax Tips For Investors
Knowing how the tax rules affect your investments is essential. Tax strategies that you should consider such as income splitting, charitable giving and estate planning.
Year-End Tax Planning Tips
While tax planning should be a year-round activity, this publication outlines some tax planning opportunities that may help you reduce your tax bill for the current year.
Managing Your Wealth
Managed Investing
As part of the wealth management process, your BMO Nesbitt Burns Investment Advisor will work with you to determine your personal and financial goals and objectives. Once your goals and objectives are defined, your Investment Advisor will then recommend an overall investment strategy that incorporates your tolerance for risk and will then help you select the managed account program best suited to your needs.
Research
Rates Scenario
Fixed Income and Foreign Exchange Strategy. Outlines the firm’s short and medium-term interest rate and foreign exchange rate forecasts.
Economic and Market Updates
BMO Financial Group Quarterly Corporate Fact Sheet
BMO Financial Group's most recent quarterly results of shareholder return and financial performance.
Fixed Income Strategy
Strategic commentary on fixed income and an overview of fixed income markets.
Portfolio Strategy
Strategic commentary and an overview of financial markets.