BMO Nesbitt Burns is one of North America’s leading full-service investment firms. It has been committed to helping clients meet their investment objectives and goals since 1912. Today, BMO Nesbitt Burns is focused on meeting the needs of individual investors through a customized approach to wealth management, including our award winning equity research. As part of BMO Private Wealth, BMO Nesbitt Burns also provides clients with access to one of the broadest selections of wealth management solutions and services available today.
Backed by the heritage, stability and resources of BMO Financial Group, BMO Private Banking and BMO Nesbitt Burns have come together under the unified brand, BMO Private Wealth. Professionals from one of North America’s leading full-service investment firms and Canada’s best Private Bank are partnered to help you navigate the complex process of managing your wealth. Our multi-disciplinary wealth management professionals take a proactive approach to helping individuals and families achieve their wealth goals. Services include wealth planning, investment management, banking, trust and estate, and philanthropy.
To learn more visit www.bmo.com/privatewealth
Shepherd Wealth Management