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Investment Solutions

A Sound Investing Partnership

For decades, Canadian investors have worked successfully with BMO Nesbitt Burns Investment Advisors to develop appropriate investment strategies. Whether you're looking for the growth potential of equities, the safety of fixed income, or the ease of diversification offered by mutual funds, we have the choice of investment products you need. We further enhance your investing options by offering fee-based and managed asset programs as well as more traditional, commission-based investing.

Many financial activities in life concern us all; adequate income for retirement, minimizing taxes, preservation and growth of capital. Our team will help you identify your financial objectives, while reflecting your unique requirements: income and security, tax considerations, your current portfolio, past investment experience, and your comfort with risk. In this increasingly complex marketplace there are many advantages to working with our team.

Here are some articles to help you understand your investment options:

Fee Based Brokerage: Advance® Program site, Advance® Program booklet, Architect® Program site, Architect® Program booklet, Quadrant® Program site, Quadrant® Program brochure, Blueprint® Program site, Blueprint® Program booklet, Meridian® Program site, Meridian® Program booklet

Traditional Brokerage:
  • Stocks:
The Stock Book, Income Trusts: An Introduction, Preferred Shares: An Introduction, Fixed Rest Preferred Shares
  • Mutual Funds:
  • The Mutual Fund Book, Investing in Mutual Funds
  • Bonds:
  • The Bond Book, Investing in Strip Bonds, Investing in T-Bills and the Money Market