BMO Nesbitt Burns - BMO Private Wealth Canada

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Navigate your financial future with trusted advice

Harness our expertise and leverage a century of market insight to guide your investments through personalized wealth management strategies.

Trusted
Bespoke planning from a leading investment firm.
Tailored
Personalized portfolios from our Investment Advisors.
Reliable
Client-focused approach to shape your legacy.

What we offer

Our experienced Investment Advisors cultivate lasting relationships with individuals, families and businesses to offer comprehensive and client-focused investment and wealth advisory services, leveraging strong financial planning capabilities, a broad range of internal and external relationships and high-quality solutions.

How we work to achieve your goals with our key programs

B M O Nesbitt Burns Architect Program

The B M O Nesbitt Burns Architect Program delivers the highest level of customization and diversification, combines professionally managed investment portfolios with complementary client-directed investment vehicles – all within a single solution and for a predictable, transparent fee. Through the expertise of a B M O Nesbitt Burns Investment Advisor, Architect provides access to world-class investment portfolios that align to your specific investment preferences and tolerance for risk. With Architect, you’ll also have rigorous oversight performed by B M O Private Wealth’s highly experienced Investment Manager Research team, to make certain your portfolio stays true to your stated objectives.

BMO Nesbitt Burns Managed Portfolio Account Program

The B M O Nesbitt Burns Managed Portfolio Account Program is a fee-based, discretionary account through which you delegate the day-to-day decision making to your accredited B M O Nesbitt Burns Portfolio Manager. Your Portfolio Manager takes responsibility for managing your investment portfolio and making informed decisions based on your customized Investment Policy Statement, backed by the extensive expertise, oversight and resources of B M O Private Wealth.

B M O Nesbitt Burns Meridian Program

The B M O Nesbitt Burns Meridian Program is a client-directed, non-discretionary, fee-based account. It is best suited for investors who prefer to play an active role in their investment decisions – giving you the final say in all trades made for your account.

Start the conversation

Answer a few questions about your wealth planning needs, and one of our B M O Private Wealth professionals will reach out.

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Manage your wealth with confidence

B M O Nesbitt Burns Investment Advisors have access to research coverage and analysis from B M O Capital Markets, as well as strategic leadership from the B M O Nesbitt Burns Portfolio Advisory team which delivers current, expert views on equity and fixed income strategies and macro asset allocation.

In addition, our advisors collaborate across our network of B M O Private Wealth specialists, such as tax, estate, insurance, business, trust, philanthropic planners and private and commercial bankers. Your advisor will quarterback a complete suite of tailored wealth advisory and banking solutions to help you build, preserve, and transition wealth and achieve your goals and vision.

Read our latest insights on BMO Nesbitt Burns.

Wealth Planning and Strategy