ABOUT US
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.
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WHO WE WORK WITH
Wherever you are in life and whatever your needs, we’re here to help.
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
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
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
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
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
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.
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
Your resource for up-to-date market performance and the latest thinking from our experts.
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BMO IN THE NEWS
WEALTH EXCHANGE BLOG
Insights and industry perspective from thought leaders on various life events that can impact your wealth.
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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.
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CONNECT WITH US
If you are a current BMO Nesbitt Burns client, please contact your Investment Advisor for a conversation.
We’re here to help.
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