Tel: 416-924-2396
Fax: 416-515-1586

Address

BMO Nesbitt Burns
2 St. Clair Ave. West
19th Floor
Toronto, ON
M4V 1L5
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Contact Us

Our Services

Our Services

To help you accumulate, manage and preserve personal wealth, we provide a full range of wealth management services. 



Our principle services include:
  • Portfolio Management
    • You allow Udaya, as a professional Portfolio Manager, the authority to make investment decisions on your behalf, based on clearly-documented needs and goals.
  • Fee-based Program
    • We provide advice; however, you review and approve every transaction.
  • Retirement planning
  • Education planning
  • Insurance and Estate planning
  • Financial planning 
  • Philanthropic Giving 
  • Access to commercial and personal banking specialists
  • Business succession strategies 
  • Trusts and Wills