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Scot McLeod
Kurt McLeod
Fazula Grosh
Sandy Hajar

Tel: 780-945-5230

Address
800 Manulife Place
10180 - 101 Street
Edmonton, AB
T5J 3S4
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Resources

Behind every good investment decision lies good research. And when it comes to research, nobody does it better than BMO Nesbitt Burns. Every time you and your Investment Advisor make an investment decision, you’re doing it with the backing of some of Canada’s best investment knowledge and market expertise - Canadian Research has been top ranked (#1 or 2) for the past 31 years by Brendan Wood International.

We direct our research resources toward a single goal: helping achieve superior investment returns while managing risk.

At BMO Nesbitt Burns Equity analysts regularly cover more than 900 North American and international companies across a wide range of industry sectors. Every year they write thousands of research reports, investment alerts and investment assessments. Their long-term track record is excellent.

BMO Nesbitt Burns sets the industry standard for depth and breadth of independent mutual fund research. Our Fund Research Team assesses and reviews fund strategies and closely monitors and compares performance of individual funds. To dig even deeper, they frequently meet with fund managers.

We have a talented team of researchers in all areas of fixed income investing, supporting our Investment Advisors with up-do-date information and guidance on fixed-income products and markets. Our top-ranked2 Canadian Corporate Debt Research Team provides continual coverage of debt issuers and produces hundreds of reports every year.

We round out our research with access to U.S. Research through Harris Insight Research and our third-party research providers, J.P. Morgan, Standard & Poor’s and BMO Capital Markets U.S. Equity Research.

We believe it’s important not just to conduct research, but to measure the success of that research. BMO Nesbitt Burns measures the performance of each analyst’s recommendations. We also track and report to investors the performance of our research department. That way you and your Investment Advisor know you’re making investment decisions based on the best possible information.

Access to BMO Nesbitt Burns and S&P research is available to clients online3 through BMO Nesbitt Burns Gateway®.

Equity research
In equity research, BMO ranked first for research quality this year and placed second for overall research franchise.* - BMO Capital Markets has been named the best overall institutional equity research, sales and trading team in Canada according to the 2010 Brendan Wood International (BWI) survey*. Our team of 70 analysts covers more than 900 stocks across diverse industry sectors, and has an excellent long-term track record. We also provide equity strategy and quantitative analysis.

1 Brendan Wood International Survey. Institutional Equity Research, Sales and Trading Performance in Canada, 2011 Report.
2 Annual survey conducted by independent research firm Greenwich Associates. Results based on in-person interviews with more than 115 institutional fixed income investors conducted between February and April 2009.
3 Online research through Gateway is available to qualifying clients. Ask your BMO Nesbitt Burns Investment Advisor for further information.