Invest with confidence. Retire in dignity.

The strategic partnership of Tim Churchill-Smith and Steve Frangos manages over 600 million in assets and has a combined experience of 80 years in the wealth management industry.

Why invest with us?

As a full service investment firm, information and advice are value-added benefits of your investing partnership. With a top ranked* Research Department and a team of product specialists, you are assured of high quality investment recommendations that are essential to the growth and security of your capital.

BMO Nesbitt Burns also employs a state of the art client information system. This enables us to quickly assess relevant details on your holdings, accurately measure the performance of your portfolio, and communicate effectively with you. Whether answering your question, analyzing your portfolio's return or providing you with a transaction history; all the information we need to give you and the peronalized service you deserve is at our fingertips

 

What are the secrets to successful wealth creation and preservation?

  • Treat every portfolio uniquely - there are no cookie cutter solutions.
  • Be business owners of companies not speculators in stocks.
  • Invest with patience -"it's a marathon not a sprint."
  • Protect against the inevitable erosion of future purchasing power (inflation).
  • Owning dividend paying equities creates significant wealth.

We're ready to invest in your future.