Borderless Investing Program

A program dedicated to meeting the investment requirements of Canadian citizens living permanently in the United States.

As a Canadian permanently residing in the United States, you have unique investment and related needs. These needs can be met through a direct personal relationship with an experienced Registered Representative employed by BMO Nesbitt Burns Securities Limited. Each representative is also employed in Canada as an Investment Advisor through BMO Nesbitt Burns Inc.

This program will provide you with information about how the tax laws of both countries may affect Canadians living in the United States, and the BMO Financial Group resources available to them.

Benefits of the Borderless Investing solution include:

• Personalized advice from a Registered Representative able to interact with your existing legal and accounting advisors.
• Access to information from BMO Financial Group on tax, estate, trust and other matters on both sides of the border.
• Ability to hold assets in Canadian and United States dollars in one margin or cash account-- eliminating the need for conversion when trading in Canadian securities.
• Access to a wide range of financial asset classes.
• Sound investment advice backed by the industry-leading research from BMO Nesbitt Burns Inc.*
• United States-based clearing, custodial and other services from J. P. Morgan, a recognized leader in “back office” account administration.
• Securities Investor Protection Corporation (SIPC) protection for your assets**. Additional protection up to your account’s net equity for assets beyond SIPC limits, provided.

If you would like a BMO Nesbitt Burns Investment Advisor to contact you, simply complete this brief contact form.

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

** BMO Nesbitt Burns Securities Limited is a member of SIPC, which protects securities in your account up to $500,000 (including $100,000 for cash). SIPC does not insure the quality of investments or protect against losses from fluctuating market value. More detailed information regarding the protection offered by SIPC is available upon request.