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From everyday banking to private banking services, from mortgage on your property to an investment loan, your BMO Nesbitt Burns Investment Advisor can introduce you to one of our many banking experts across BMO Financial Group.



HOW WE HELP

 


 

We can help simplify your banking and investing with convenient solutions that make it easier to manage your money.

 

By combining your banking and investment accounts, you’ll have a full view of your financial position, allowing you to make more informed decisions. What’s more, your Investment Advisor will introduce you to a banking expert, who can help you save time and money on your day-to-day banking and borrowing needs.

 

 

 


 

 

PRODUCTS AND SERVICES

 


 

Our innovative products provide you with greater control, a simplified banking experience, and opportunities to amplify your savings.

BMO Nesbitt Burns Preferred Plus Account™

 

A BMO Nesbitt Burns Preferred Plus Account combines the benefits of a BMO Nesbitt Burns investment account with the convenience of a BMO Bank of Montreal chequing account. You get around-the-clock access to your funds and the ability to easily manage your investments through one account, giving you total control of your finances. You’ll also receive a preferential rate of interest paid on cash balances1.

 

A BMO Nesbitt Burns Preferred Plus Account combines the benefits of a BMO Nesbitt Burns investment account with the convenience of a BMO Bank of Montreal chequing account. You get around-the-clock access to your funds and the ability to easily manage your investments through one account, giving you total control of your finances. You’ll also receive a preferential rate of interest paid on cash balances1.

 

As a BMO Nesbitt Burns Preferred Plus client, you'll receive:

 

  • A BMO Nesbitt Burns Debit Card
  • Online and Telephone Banking
  • Electronic access to cash in your investment account
  • Online access to your account and ability to monitor transactions through BMO Nesbitt Burns Gateway®
  • One monthly consolidated statement summarizing securities transactions and investment holdings

BMO Private Banking

 

With products and services offered by Bank of Montreal and the personal attention of a Private Banker, our BMO Private Banking team can simplify your banking and borrowing needs, so you can achieve the things that matter to you and your family. Contact an Investment Advisor to learn more.


OTHER SERVICES

 


 

See how our services can help address your complete financial needs.


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.