"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, BMO Nesbitt Burns Pathfinder®, 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.
1The 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 an indirect wholly-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.
2Brendan Wood International Survey. Institutional Equity Research, Sales and Trading Performance in Canada, 2007 Report.
3The 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.
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.
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