Fear is a natural human emotion. It comes from the lack of understanding or the loss of control. We can help you take control of your financial world and feel good about your plan
Our team has many years of financial services experience and is committed to providing tailored financial solutions to meet the needs of our clients. We are currently responsible for over $42 million dollars in client assets under administration and have been managing money in the BMO Private Client Group since 2002.
As a client you will have access to award winning research, analysis and timely economic data. As we all know, better knowledge leads to better investment decisions.
We have extensive support through BMO Nesbitt Burns and have the ability to assemble and manage a team of experts on your behalf, including accountants, lawyers, insurance professionals, and tax and estate specialists.
Some of the products and services we provide
- Advisory and Professional Investment Management
- Common Stocks
- Exchange Traded Funds (ETF's)
- Fixed Income Products
- Financial Planning
- Insurance
- Investment Trusts
- Mutual Funds
- Preferred Shares
- Registered Retirement Savings Plans (RRSP's)
- Registered Retirement Income Funds (RRIF's)
- Retirement and Estate Planning Strategies
"Risk comes from not knowing what your doing"
Warren Buffett
1All 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.
1Commissions, trailing commissions management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.
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.
Printer-friendly
