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BMO Nesbitt Burns Investment Advisors have a long history of supporting the wealth management needs of Canadians, and we are proud of the lasting relationships we have built with Canadian families through the generations. For over 100 years, our Investment Advisors have worked with individuals, families, businesses and institutions to deliver wealth advisory solutions that help build, preserve and transition their wealth.

 

Through partnerships across BMO Financial Group, BMO Nesbitt Burns Investment Advisors have access to a full spectrum of resources to address the wealth management needs of clients including lending, estate and insurance, wealth planning, business succession and more. We offer clients a highly personalized service through more than 50 offices coast to coast.

 



WHO WE WORK WITH

 


 

Wherever you are in life and whatever your needs, we’re here to help.

INDIVIDUALS & FAMILIES INDIVIDUALS & FAMILIES

We have a long history of helping Canadians manage their wealth – throughout their lives and across generations. Helping you achieve the success you envision for yourself and your family – no matter what stage of life you’re at today – is what our Investment Advisors do best.

 

NEW CANADIANS NEW CANADIANS

Your new life in Canada is filled with opportunities and potential. Our Investment Advisors come from a range of cultural and ethnic backgrounds, enabling us to provide relevant perspective and exceptional service – often in the language of your choice.

 

RETIREES RETIREES

Living comfortably in retirement compels a financial balance of preserving your wealth while maximizing the value of your assets. Our Investment Advisors will work with you to help achieve the retirement you planned for, while preserving the financial future of your family.

 


BUSINESS OWNERS & ENTREPRENEURS BUSINESS OWNERS & ENTREPRENEURS

You live and breathe your business. And so will we. Your knowledgeable and experienced Investment Advisor will work with you to help maximize the value of your business, offering thoughtful advice and business transition strategies, to help you achieve your objectives.

 

PROFESSIONALS & EXECUTIVES PROFESSIONALS
& EXECUTIVES

Like you, we’re focused on driving results and success. To help simplify your finances and grow your wealth, we offer access to complete financial solutions and will work with you to address all of your needs through targeted analysis, strategic advice and innovative ideas.

 

CORPORATIONS & INSTITUTIONS CORPORATIONS
& INSTITUTIONS

Whether you want to help your employees achieve their financial goals or you’re focused on activating growth in your organization, we can help you bring your plans to life through the breadth of our financial services, knowledge and expertise.

 



MEET OUR LEADERSHIP

 


 

Our people are our most valuable asset, and what sets us apart. Our leaders are passionate and driven individuals who are committed to our ongoing success, and who inspire their teams to exceed client expectations every day.

 


 

 

CHARYL GALPIN

Head, Executive Vice-President & Managing Director

 

As Head of BMO Nesbitt Burns, Charyl is responsible for the firm’s overall strategy and performance. To deliver against this strategy, she leads a team of 1,300 Investment Advisors who aim to provide expert advice and exceptional services in wealth planning, investment management, estate & insurance advisory, banking & borrowing and philanthropy. In addition to her work at BMO Nesbitt Burns, Charyl is an advocate for the support and advancement of women at BMO Financial Group, and has been named one of Canada’s Top 100 Most Powerful Women of 2014 by the Women’s Executive Network (WXN).

 

Learn more about Charyl on LinkedIn

REGIONAL LEADERSHIP

 


 

Our Regional Managers drive the company vision to distinguish BMO Nesbitt Burns as the leading provider of a consistent, high-quality client experience. They oversee all key operational matters with an overriding goal to continually elevate the BMO Wealth Management brand. They support a team of Branch Managers who partner with Investment Advisors, providing integrated investment solutions and service excellence every day.

SYLVAIN BRISEBOIS

 

SYLVAIN BRISEBOIS

Senior Vice-President, Managing Director & Regional Manager, East

 

Learn more about Sylvain on LinkedIn
MIKE MALLOY

 

MIKE MALLOY

Senior Vice-President, Managing Director & Regional Manager, Central Canada

 

Learn more about Mike on LinkedIn
GEOFF NEWTON

 

GEOFF NEWTON

Senior Vice-President, Managing Director & Regional Manager, GTA

 

Learn more about Geoff on LinkedIn
MICHAEL WOOD

 

MICHAEL WOOD

Senior Vice-President, Managing Director & Regional Manager, West

 

Learn more about Michael on LinkedIn

LATEST INSIGHTS

 


 

Have the right tools and resources at your fingertips from BMO’s team of experts. Tap into the latest information, knowledge and research, to help you better understand investing in general, and as it applies to your specific financial needs.

MARKET QUOTES & RESEARCH MARKET QUOTES &
RESEARCH

Your resource for up-to-date market performance and the latest thinking from our experts.

 

Learn more

 

BMO IN THE NEWS BMO IN THE
NEWS

Stay current with trends and conditions that may affect your financial decisions.

 

Learn more

 

WEALTH EXCHANGE BLOG WEALTH EXCHANGE
BLOG

Insights and industry perspective from thought leaders on various life events that can impact your wealth.

 

Visit our blog

 

REGULATORY DOCUMENTS

 


 

BMO Nesbitt Burns and BMO Financial Group are committed to safeguarding your assets and personal information. BMO Nesbitt Burns operates in strict adherence to the regulations, policies and bylaws dictated by the governing bodies of the investment industry.

 

BMO Nesbitt Burns and BMO Financial Group are committed to safeguarding your assets and personal information. BMO Nesbitt Burns operates in strict adherence to the regulations, policies and bylaws dictated by the governing bodies of the investment industry.

 

BMO Nesbitt Burns Inc. complies with the high regulatory and investment industry standards of the Investment Industry Regulatory Organization of Canada (IIROC), which is committed to protecting investors and strengthening financial market integrity. BMO Nesbitt Burns Inc. is also a member of the Canadian Investor Protection Fund (CIPF), created by the investment industry to ensure that client assets are protected up to certain limits, in the event that an investment dealer who is a CIPF member becomes insolvent. Strict guidelines are followed to ensure all trading activities are handled in the most efficient manner.

 

Find out more about:

 

 

CONTACT US

 


 

If you’re not already working with a BMO Nesbitt Burns Investment Advisor, start the conversation today.
We invite you to contact an Advisor in your area. We’re here to help.

 

 


CONNECT WITH US ON SOCIAL MEDIA

 


 

Join BMO’s social network. Connect with us via LinkedIn, Facebook and Twitter, and receive updates on the
latest research and investment news on wealth management practices straight from our experts.

 

 


Insurance products and services referenced on this website are offered by BMO Nesbitt Burns Financial Services Inc., which is an indirect wholly owned subsidiary of BMO Nesbitt Burns Inc. Banking products and services referenced on this website are offered by BMO Bank of Montreal. BMO Nesbitt Burns Inc. is an indirect wholly owned subsidiary of BMO Bank of Montreal.