BMO Nesbitt Burns

About BMO Nesbitt Burns

BMO Nesbitt Burns is an investment services firm located in the Downtown area of London, Ontario, on Queens Ave. The business serves high-net-worth individuals, providing them with personalized wealth management journeys and strategic solutions tailored to unique financial needs. The firm offers a comprehensive suite of wealth planning and investment management services. These include tax planning, retirement planning, estate and legacy planning, and business owner advisory services, such as business succession planning. For clients with specific requirements, they provide specialized solutions like U.S. cross-border banking, private banking, and philanthropy planning. Their investment management options include BMO Private Investment Counsel and BMO Nesbitt Burns, which provide research-backed strategies and discretionary investment solutions. Additionally, the business offers niche wealth management for specific groups, including professional athletes, medical professionals, and women, as well as specialized services through the BMO Family Office. BMO describes itself as a leading North American bank with a history stretching back to 1817. The company emphasizes a holistic approach to wealth management, utilizing research from BMO Capital Markets and a network of analysts and economists to build resilient portfolios. The firm highlights its commitment to helping clients navigate complex transactions and manage cash flow by leveraging asset value. Clients can connect with a dedicated professional to begin a bespoke wealth plan, which the business describes as a living blueprint for a client's financial future.