BMO Nesbitt Burns

Specialties

1. Working with entrepreneurs to help execute a successful exit strategy for their business.

For many, selling a business or block of company shares, represents the largest monetary event of their lifetime and is a very emotionally charged process. Having had first-hand experience in selling a large and high-profile private company, I understand the emotional phases that one goes through, as you hand off your life's work. We also work with a team of trusted local experts, that will help you navigate each of the steps involved with selling your business.

2. Working with the agricultural community to develop personalized solutions for their investment and succession needs.

Having grown up on a farm, I have a keen understanding of the challenges and opportunities that farmers face. One of the long-term challenges is in creating and executing a successful succession plan. With our hands-on knowledge, and with the help of key experts, we will help you through the transition steps so that you can focus on what is important to you.

Finally as a Portfolio Manager, my team and I will help you transition this hard-earned capital, over time, into suitable investments in the capital markets.

For US residents

We also provide investment advice to US residents and corporations, and in particular, to those who require Canadian investment focus.

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.