The Educated Investor

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  • Educators & Regulators

Solutions for Your Needs

Solution: The BMO Nesbitt Burns Client Experience
As one of North America’s leading full-service investment firms, BMO Nesbitt Burns is committed to providing access to the best knowledge and financial solutions available for Jerry* and other Canadian investors like him. Hand in hand with that is our commitment to ensuring the highest standards of client service, and this commitment has been in place as long as we’ve been in business.

Knowing that Jerry was relatively new to investing, his Investment Advisor took the time to guide him to information about the regulations that apply to BMO Nesbitt Burns and other members of the financial services industry. His Investment Advisor also explained that the regulatory organizations that we report to, and guidelines that we and other investment firms comply with, are in place to ensure that investors are protected and their needs properly met.

Like Jerry, you may have questions about the financial services industry such as:

• The regulatory, governmental and educational bodies we work with and how they benefit investors, and
• BMO Nesbitt Burns' commitment to the principles that go into a successful advisory relationship, and the rights that you have as a client.

If you’ve entered a new stage of life and want to ensure that you’re aware of and addressing relevant investment concerns, contact a BMO Nesbitt Burns branch near you or complete our simple online request form to have an Investment Advisor contact you directly.

* Fictional characters. Any similarities between them and actual clients of BMO Nesbitt Burns Inc. are accidental.