Depending on your asset base and needs, I will introduce you to a senior BMO Private Wealth investment professional at BMO Nesbitt Burns or BMO Private Investment Counsel (see below) who can help you plan, preserve, grow and diversify your assets and provide comprehensive and customized investment management. 

 

Combining extensive wealth management experience with a highly customized approach to growing and preserving your wealth, your investment professional will construct your portfolio in a manner that reflects your wishes and needs, following a balanced and disciplined process that emphasizes risk management. 

 

Our dedicated investment professionals are backed by a team of portfolio management experts, research analysts and economists and will create your tailored investment plan to ensure that your unique financial needs and goals take top priority. 

 

Your investment professional will:

  • Spend time to get an in-depth understanding about what a wealthy life means to you – your priorities on family, work, lifestyle, money, and risk and learn all about your wealth circumstances, business or practice, liabilities, fears, and goals. 

  • Work closely with you to build a personalized investment plan that:

    • reflects your ongoing needs,

    • sets expectations about the level of risk that is acceptable to you, and 

    • is customized, flexible and adjusted regularly to external conditions and personal transitions to keep you on track to reach your goals throughout your life. 

    • Build and monitor your portfolio and then monitor and measure its ongoing performance. 

  • Ensure you are informed about your financial progress and that you understand your statements. 

  • Take full advantage of access to award-winning equity research from BMO Capital Markets, which provides a continuous stream of analyses and forecasts of the global economy and financial markets. 

    • BMO Capital Markets operates a fully integrated equity research department in Canada, the US and the UK, with a group of professionals of 65+ equity research, strategy and quantitative analysts covering approximately 950 companies across diverse industry sectors. 

    • Their breadth of coverage is matched by the quality of their research, which is consistently ranked as one of the top research houses in Canada, and fast becoming a growing force in the U.S.

Two Investment Firms to Address Your Needs

 

BMO Nesbitt Burns has been trusted as one of North America’s leading investment firms for over a century and today we are a leader in full-service wealth management.

 

Our experienced Investment Advisors, Wealth Advisors and Portfolio Managers cultivate lasting relationships with individuals, families, businesses and wealth institutions.

 

They deliver experienced investment management accessing a wide universe of products and funds and highly ranked internal research and analysis.

 

They also quarterback a complete suite of tailored wealth advisory solutions to build, preserve, and transition wealth to help you achieve your goals and vision.

 

 

 

 

BMO Private Investment Counsel is one of Canada’s oldest and most distinguished investment counsel firms and has been providing discerning clients with unsurpassed expertise and guidance since 1925. Our fully discretionary portfolio management services free you from having to make investment decisions, provide enhanced oversight, and deliver many other advantages.

 

Our portfolios are constructed from a highly curated platform of funds and models managed by BMO Global Asset Management and leading third-party money managers. Placing your goals at the forefront, they deliver institutional-quality, multi-asset solutions and make decisions that prioritize risk management.

 

Your dedicated Investment Counsellor will be a Portfolio Manager who has access to a robust investment platform and esteemed Investment Policy Committee to deliver exceptional investment counsel.