WHO WE ARE
The Holbrook Group is committed to providing you with sound financial advice that will meet your unique individual needs. We are dedicated to delivering the highest standard of service and take pride in building trusted, lasting relationships with each of our clients.
Behind us are the extensive resources of BMO Nesbitt Burns. Our overall research has been ranked number one by Brendan Wood International for 25 consecutive years. Since its origins in 1912, BMO Nesbitt Burns has been committed to helping clients meet their financial objectives and goals with the highest standards.
As a member of BMO Financial Group, one of the largest financial service providers in North America, BMO Nesbitt Burns offers a broad range of retail banking, wealth advisory and investment banking products.
OUR SPECIALTIES
Investment Planning and Management
Retirement and Estate Planning
Tax Minimization Strategies
Insurance Services
OUR APPROACH
Your relationship with BMO Nesbitt Burns will begin by establishing your investment goals, as well as by letting us acquire the understanding of your financial and personal circumstances through in depth discussion. Based upon this discussion, and ongoing communication, an investment plan will be developed which takes into consideration your time horizon, specific investment goals, the time you wish to spend consulting on your investments, and your risk tolerance level.
To learn more about our customized wealth management approach, click here.
1Brendan Wood International Survey. Institutional Equity Research, Sales and Trading Performance in Canada, 2007 Report.
2All 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.
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.
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