Customized wealth services and solutions for you, your family and your business.

BMO Private Wealth brings together two of Canada’s most reputable wealth management businesses: BMO Nesbitt Burns, one of North America’s leading full-service investment firms, and BMO Private Banking, Canada’s best private bank1. Together, we bring you highly personalized services to grow and preserve your wealth and make your vision a reality.

Full-Service Wealth Management

Your dedicated BMO Nesbitt Burns Investment Advisor will develop a plan that’s right for your wealth needs – across all stages of your life and business. Your Investment Advisor can deliver:

  • A full suite of investment management solutions that address the needs of all investor profiles
  • Multigenerational wealth planning from a network of specialist partnerships across BMO Financial Group, including:
    • Wealth planning to prepare for the expected and the unexpected, from financing a home, vacation property or business to saving for a child’s education, planning for retirement or navigating a major life transition
  • Trust and estate services
  • Insurance solutions
  • Philanthropic planning
  • Tax planning
  • Family office services for ultra-affluent families with complex needs
  • Business succession services
  • And more

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Find an Investment Advisor Near You

Kingston

67 Brock St,
Kingston, ON
K7L 1R8

 

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Brockville

1 Court House Square,
Brockville, ON
K6V 3X2

 

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Perth

30 Gore St E,
Perth, ON
K7H 1H5

 

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Building stronger communities.

At BMO Nesbitt Burns, we take pride in our community. That’s why each year, through various donations and sponsorships, we are committed to providing our support to a number of charities and local causes. Additionally, our Investment Advisors and staff volunteer their time by sitting on a variety of local boards and committees. Together, we hope our commitment and efforts make a difference in Kingston, Brockville and Perth.

 

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