Skip Navigation

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.


INVESTMENT MANAGEMENT
With access to a full range of investment products and solutions, your Investment Advisor will create and implement an investment strategy aligned to your unique circumstances.

With access to a full range of investment products and solutions, your Investment Advisor will create and implement an investment strategy aligned to your unique circumstances.


WEALTH PLANNING
Through a trusted relationship and a solid understanding of your goals and financial situation, your Investment Advisor can help you reach your short-term and long-term wealth objectives.

Through a trusted relationship and a solid understanding of your goals and financial situation, your Investment Advisor can help you reach your short-term and long-term wealth objectives.ng your story, we’ll build a flexible wealth plan, help you put it into action and fine-tune it as your life evolves.


ESTATE & INSURANCE ADVISORY
Through proper planning your Investment Advisor can help you ensure your wealth is passed along smoothly and efficiently to your chosen beneficiaries, making certain that your wishes are respected.

Through proper planning your Investment Advisor can help you ensure your wealth is passed along smoothly and efficiently to your chosen beneficiaries, making certain that your wishes are respected.


PHILANTHROPY
Your Investment Advisor can help you explore opportunities to put some of your wealth to work for future generations, and leave a legacy that reflects your passions and interests.

Your Investment Advisor can help you explore opportunities to put some of your wealth to work for future generations, and leave a legacy that reflects your passions and interests.


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.

Select your language


BMO Nesbitt Burns is pleased to announce the launch of our two Chinese-language sites.

Set your language preference now and see how we can provide you with personalized wealth management advice.