MISSION STATEMENT

"To achieve each client's objectives through prudent and consistent investment advice with the highest level of client service."

Products and Services


As BMO Nesbitt Burns is one of Canada's leading investment firms, We have access to many investment tools and resources to successfully implement your investment plan, such as traditional investment products and managed asset programs.

Equities
We are able to consult with our top-rated research* team for their opinions and recommendations on over 400 Canadian companies and over 2,200 U.S. and non-North American companies.

Mutual Funds
With over 5,700 funds our research group narrows the focus down to fewer than 100 top picks across all the fund categories.

Fixed Income Securities
Fixed income securities offer a known cash flow and maturity date and are useful in providing balance, diversification and safety of capital to investment portfolios.

New Issues
As BMO Nesbitt Burns is a leading underwriter in Canada, We are able to provide clients with access to a wide range of new issues from governments and corporations.

Meridian® Program
The Meridian Program is the lastest evolution in the client advisor relationship - an advancement that maximizes your choices in achieving your financial goals. Meridian is available to investors with a minimum account size of $100,000.

Quadrant® Program
Based on the principle of protecting and enhancing wealth, the Quadrant Program provides broad diversification by asset class and investment style to manage risk and provide the potential for superior returns. Quadrant is available to investors with a minimum account size of $50,000.

Advance® Program
The Advance Program combines BMO Nesbitt Burns’ exceptional services with those of leading independent Investment Managers. All portfolios in the Advance Program are individually managed and customized to take into account your individual circumstances and tax issues. Advance is available to investors with a minimum account size of $150,000.

Financial Planning
Using our sophisticated planning software, we can create a retirement analysis that is customized to reflect your current circumstances, anticipated savings rate and investment objectives.

Estate Planning
To complement your investment strategy, We will consult our in-house Estate & Insurance Advisor, Chris Judd, from BMO Nesbitt Burns Financial Services Inc. for asset preservation strategies.


 

All market data is delayed by at least 20 minutes unless otherwise noted. Quotes, historical data, charts and statistics are provided by SunGard PowerData. BMO Nesbitt Burns is not responsible for the information provided.

** Mutual fund prices are as per previous day's close. Unlike stock prices they are not updated throughout the day.