What we do
We protect you from becoming your own worst enemy. Most retail investors do not have the time, knowledge or discipline to invest. This is what we provide.
BMO Nesbitt Burns is an organization deep in resources. For our clients who require advanced planning some areas we address are:
-The importance of Wills and Powers of Attorney
-Estate Tax planning
-Charitable giving (in conjunction with tax planning)
-Holding Company management
We believe in knowing our clients
We believe in dealing honestly and transparently with our clients
We believe in servicing our clients
We’re committed to provide an optimal client experience.
Our approach is personalized, built around your goals. We believe that every client deserves a dedicated and consistent level of service, tailored to your individual needs. Our team of professionals will listen to what’s important to you and try to understand your priorities, bringing it all together and defining your investment solutions.
Our team has the collective expertise to advise you both personally, and professionally.
We’re here to help with all your financial priorities at every stage of your life, providing an unbiased, holistic approach that encompasses all aspects of wealth management: investment planning, wealth advisory, retirement planning, business planning, estate and insurance services, tax planning, and philanthropic giving.