We are a team of investment advisors working for BMO Nesbitt Burns, the investment arm of the BMO Financial Group, offering specialized products and services to High Net Worth clients. In addition we offer clients access to top ranked research1 and world-class professional money managers. The team currently services an asset base of over $60 million.
Our specialties include proprietary managed money products, select mutual funds, stocks2, fixed income, retirement, estate and tax3 planning issues and working through BMO Nesbitt Burns' Financial Services (NBFS), the firms insurance arm, to offer insurance planning4.
Please call us today and apply for a complimentary consultation or request additional information on any of the services we offer.
What We Do?
With all our clients we work through a simple process which answers the three questions that every Canadian should be able to answer about their retirement, namely,
- what level of income should I expect in retirement - what level of assets do I need to produce this income - what do I need to do to get there?
The process begins by reviewing clients "financial big picture" to develop a Retirement Plan which graphically answers the three questions. During this process we look for Tax and Estate Planning opportunities and possible inter-generational wealth transfer opportunities. A key element of the process is the preparation of an Investment Policy Statement to indicate the clients' investment profile that best matches their comfort level. The process ends by ensuring that a viable Investment Plan is produced to help clients achieve their objectives as set out in the Retirement Plan and their Investment Policy Statement. The process continues with on-going regular reviews and adjustments.
Some people come to us looking for portfolio reviews or second opinions on their current holdings.
We believe that it's essential when dealing with clients' hard earned money not to speculate but to preserve those hard-earned dollars and help grow it at a reasonable pace. We have developed a "strong" process over the years to drive the relationships we have with all of our clients, namely : - conducting big picture reviews and personal investment profiling - identifying objectives including Retirement, Estate and Transition planning - looking at the current asset mix and investment types to link clients to world class money managers and selected mutual funds - the on-going communication process commonly leads back to the beginning of the process where new information is gathered and goals are re-revisited.
Using BMO Nesbitt Burns proprietary products we bring world-class money managers to clients. Research has proven that this approach provides the optimal combination of risk control and return enhancement and combines BMO Nesbitt Burns' exceptional services with those of leading independent professional Investment Managers - managers who are generally beyond the reach of individual investors, offering their services only to pension funds and other very large accounts. Some portfolios can be individually managed and customized to take into account individual circumstances and tax issues. These products appeal to the discriminating investor concerned about flexibility, comprehensive reporting, tax efficiency and performance.
- High income individuals, executives, managers and business owners - With investment assets valued above $150 000 - Who need to know when retirement is an option - Too busy to manage their own investments - Look to maximize their investment asset growth - Look to earn regular income - Tax sensitive
- Excellent service with a well established team - Your own personal retirement and investment plan - Excellent portfolio performance reporting - Comprehensive investment advice - Ongoing communication and monitoring - Peace of mind working with a leading full service investment firm
We like to think we do a good job for our clients and depend to a large extent on growing our business through referrals from satisfied clients. We have four suggestions for how to handle this situation as follows : - First, if you have been talking to someone who you think we should contact, give us a call and we would be delighted to get in touch with them. - Secondly, we send you a business card. Should an opportunity present itself, we would be most grateful if you would pass it along to a friend or a colleague who might be interested in a complimentary opinion on his or her portfolio or financial picture. - Thirdly, we would be delighted to add people you know to our mailing list for the great selection of educational material and seminars we offer, so they can get a better sense of the approach that we take to investing - simply email, fax or mail back their contact particulars. - Fourthly, please refer family, colleagues and friends to this web site.
We offer complimentary investment seminars for private individuals and professionals on a regular basis. These seminars allow clients and prospective clients to keep abreast of the market and new products.
For more information on the current seminar schedule click here.
BMO Nesbitt Burns is one of North America's leading full-service investment firms; a recognized leader in the areas of personal finance, investment research, investment & corporate banking, institutional equity and capital markets.
The BMO Nesbitt Burns Private Client Division has over 1,600 Investment Advisors located in offices across the country, serving individual investors through a broad range of products and services. In addition to traditional equities, fixed-income securities and mutual funds, BMO Nesbitt Burns Private Client Division has developed an extensive and growing line of wealth management solutions.
BMO Nesbitt Burns has been ranked first¹ in Canadian equity research for 22 years. The Equity Research department covers over 400 stocks across diverse sectors and provides equity strategy, quantitative analysis and portfolio management services to our clients. Our analysts are located in Toronto, Montreal, Calgary, Houston and New York.
Costs vary according to the type of investment vehicles chosen. Most of our clients choose to operate on a fee basis. This has potential tax advantages along with providing the services of BMO Nesbitt Burns and, if the client elects, a range of world-class professional money managers.
There are no charges for our initial consultation services so why not give us a call today.
1Brendan Wood International Survey. Institutional Equity Research, Sales and Trading Performance in Canada, 2008 Report.
2The opinions, estimates and projections contained herein are those of the author as of the date hereof and are subject to change without notice and may not reflect those of BMO Nesbitt Burns Inc. (“BMO NBI”). Every effort has been made to ensure that the contents have been compiled or derived from sources believed to be reliable and contain information and opinions that are accurate and complete. Information may be available to BMO Nesbitt Burns or its affiliates that is not reflected herein. However, neither the author nor BMO NBI makes any representation or warranty, express or implied, in respect thereof, takes any responsibility for any errors or omissions which may be contained herein or accepts any liability whatsoever for any loss arising from any use of or reliance on this report or its contents. This report is not to be construed as an offer to sell or a solicitation for or an offer to buy any securities. BMO NBI, its affiliates and/or their respective officers, directors or employees may from time to time acquire, hold or sell securities mentioned herein as principal or agent. BMO Nesbitt Burns Inc. and BMO Nesbitt Burns Ltee/Ltd. ("BMO Nesbitt Burns") will buy from or sell to customers securities of issuers mentioned herein on a principal basis. BMO Nesbitt Burns, its affiliates, officers, directors or employees may have a long or short position in the securities discussed herein, related securities or in options, futures or other derivative instruments based thereon. BMO Nesbitt Burns or its affiliates may act as financial advisor and/or underwriter for the issuers mentioned herein and may receive remuneration for same. A significant lending relationship may exist between Bank of Montreal, or its affiliates, and certain of the issuers mentioned herein. BMO NBI is a wholly owned subsidiary of BMO Nesbitt Burns Corporation Limited which is a majority-owned subsidiary of Bank of Montreal. Any U.S. person wishing to effect transactions in any security discussed herein should do so through BMO Nesbitt Burns Corp. and/or BMO Nesbitt Burns Securities Ltd.
3All insurance products and advice are offered through BMO Nesbitt Burns Financial Services Inc. by licensed life insurance agents, and, in Quebec, by financial security advisors.
4The comments included in the publication are not intended to be a definitive analysis of tax law: The comments contained herein are general in nature and professional advice regarding an individual’s particular tax position should be attained in respect of any person’s specific circumstances.
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