My Services

Why Use a BMO Nesbitt Burns Investment Advisor?

As one of Canada's leading full-service investment firms, BMO Nesbitt Burns serves the investment needs of individual, corporate, government and institutional clients. BMO Nesbitt Burns Investment Advisors draw on the firm's top-ranked* investment research and broad range of products and services designed to meet the specific investment objectives of individual clients. BMO Nesbitt Burns Investment Advisors provide their clients with timely advice, high-quality service and one of the broadest selections of products in the business. In addition to the traditional equities, fixed income securities and mutual funds, BMO Nesbitt Burns has developed an extensive and growing line of proprietary products.

Some of the Services Offered by BMO Nesbitt Burns:

BMO Nesbitt Burns Quadrant Program®
Based on the principle of protecting and enhancing wealth, the Quadrant Program constructs a portfolio that consists of a range of specialized mutual funds - each of which combines the talents of some of the leading investment managers in the world. Research has proven that this approach provides the optimal combination of risk control and return enhancement. The Quadrant Program is available to investors with a minimum account size of $50,000.

BMO Nesbitt Burns BluePrint Program ®
The BMO Nesbitt Burns BluePrint Program offers you the opportunity to participate in one or more of seven model portfolios, each actively managed based on the recommendations of the top-ranked* BMO Nesbitt Burns Research team. Plus, as a fee-based account, there are no trading commissions.

Retirement Planning
For most people, retirement is the goal of years of hard work and saving. To achieve and maintain this goal, Frazer completes a retirement analysis, using BMO Nesbitt Burns sophisticated planning software, to help understand client needs and set realistic retirement goals and expectations. Clients benefit by having a roadmap for future savings and investing.

Estate Planning and Preservation
Estate planning can play a crucial role in ensuring that you have greater control of your assets during your lifetime. It can also help maximize and preserve assets from unnecessary legal and tax costs, enhance provisions for your family and future generations, and ensure that your assets will be distributed according to your wishes. I, along with an Estate and Insurance Advisor**, can review your present situation, establish your objectives and concerns, identify potential problems or risks, examine and calculate tax consequences, develop and implement strategies, co-ordinate with other advisors and monitor and update your plan as needed.

Online Access to your Account
BMO Nesbitt Burns Gateway is our client information centre.

Please contact me for more product or service information.