Skip navigation
ShowSkip navigation

Connect with an investment professional

Whatever your investment goals are, our investment professionals can help you reach them, no matter what life stage you’re at. They’ll get to know you and develop a plan with customized advice and support along the way. Take a look at the options below and then contact us, so we can help guide you to the investment professional who best suits your needs.
Investment Professionals<br>BMO Bank of MontrealInvestment Professionals<br>BMO Bank of Montreal
A great choice if: you’re looking to set up personalized investment goals and build a plan to help you achieve a secure financial future.
Whether you’re starting to build your wealth or are a seasoned investor, we provide guidance about wealth planning, saving and investing that will help you get to your ideal financial future. Our team of experienced investment professionals specialize in goalsetting and creating plans to help you reach them.

Investment Advisors<br>BMO Nesbitt BurnsInvestment Advisors<br>BMO Nesbitt Burns
A great choice if: you’re looking for prudent advice that goes beyond just delivering investment solutions — to knowing your business inside and out, communicating often and effectively, and working closely with you and your family to help educate, protect and guide you through any investment decisions that may arise.
You’re well-established and you want to work with a team who will help deliver wealth advisory solutions that build, preserve and transition your wealth. Your investment portfolio requires careful planning, ongoing attention and sound financial expertise. Our Investment Advisors are dedicated to understanding your goals, risk tolerance and time horizon to help you grow and preserve your wealth, and helping meet your financial needs.

Investment Counsellors<br>BMO Private Banking ServicesInvestment Counsellors<br>BMO Private Banking Services
A great choice if: you have a higher net worth and are looking for a team of wealth management experts offering guidance and services customized for you and your family through all of life’s stages.
You and your family are affluent; as a result,   managing your wealth can be demanding and requires expertise. Your dedicated team of Private Banking Professionals will get to know you to understand, co-ordinate and advise on all of your wealth needs, from investment management and banking to estate and succession planning – so you can make the most of the opportunities that wealth provides.

Services offered

We offer a wide range of services through these three investment professional options, including:
Investment Management
Goal setting
Creating a financial plan
Banking and Borrowing
Trust & Estate Planning
Wealth Planning
Estate & Insurance Advisory
Philanthropy
Business Succession
Tax Planning

Let us contact you

Talk to us about your investment goals. We’ll guide you to the BMO investment professional who best suits your needs.

* Insurance services and products are offered through BMO Estate Insurance Advisory Services Inc., a wholly-owned subsidiary of BMO Nesbitt Burns Inc.