About Us

BMO Nesbitt Burns is one of North America's leading full-service investment firms; a recognized leader in personal finance. We focus on meeting the needs of individual investors through a customized approach to investing.

Our Investment Advisors offer superior service and expertise, and have access to some of the best knowledge in the industry, including our own top-ranked research*. Through traditional equities, fixed income securities and mutual funds, as well as an extensive line of proprietary products, our Investment Advisors are able to help clients meet their unique investing objectives. Additionally, by drawing on the resources of BMO Financial Group, our Investment Advisors can address all your financial needs, including estate planning, insurance and private banking.

As part of our commitment to providing clients with outstanding service, we’ve clearly set out the standards and values that guide our relationships with all our clients in our Charter of Client Rights and Client Responsibilities.

At BMO Nesbitt Burns, it’s a fundamental principle that individuals can significantly enhance the way they invest with the full-service assistance of an advisor, and we base the concept of true full service on three critical qualities:

Partnership. A long-term working relationship with a trusted Investment Advisor.

Knowledge. Ongoing access to some of the best and most up-to-date analytical information and ideas.

Choice. Freedom to select from a universe of approaches, strategies, products and services customized to your evolving needs.

We believe that our ability to deliver these qualities is unmatched in Canada and we invite you to explore the record, resources, and commitment of BMO Nesbitt Burns. Partnership, Knowledge, Choice – advantages that add up to greater financial success for you.

* Brendan Wood International Survey. Institutional Equity Research, Sales and Trading Performance in Canada, 2008 Report.