We believe that wealth is more than money. We understand that managing your financial well-being requires a comprehensive approach that goes beyond simple investment advice. That’s why we offer a holistic wealth strategy tailored to meet your unique financial needs. Our team is dedicated to working with you to preserve and grow wealth, so you can focus on what truly matters to you.
Portfolio and Investment Management
Tax minimization
Insurance planning
Financial planning
Retirement planning
Multi-generational transfer of wealth
Trust and Executor services
Trust set-up & management
Estate and wealth transfer
Private banking services and complex lending structures
At BMO Nesbitt Burns, our Investment Advisors can help you develop a plan that’s right for your needs – today and in the future. No matter where you are in life, our Advisors help individuals, families, successful entrepreneurs, business professionals and corporations by providing expert financial advice.
We’re here to help you plan for the expected and the unexpected in your life. From getting married, buying a home, planning for a child’s future to building a business, we can help make it all possible. A BMO Nesbitt Burns Investment Advisor can help you through these important periods of transition.
BMO Nesbitt Burns Investment Advisors have a long history of supporting the wealth management needs of Canadians, and we are proud of the lasting relationships we have built with Canadian families through the generations.
Through partnerships across BMO Financial Group, BMO Nesbitt Burns Investment Advisors have access to a full spectrum of resources to address the wealth management needs of clients including lending, estate and insurance, wealth planning, business succession and more. We offer clients a highly personalized service through more than 50 offices coast to coast