A complete list of active advisors currently associated with BMO Nesbitt Burns Securities Ltd.

Warmer can help you find a great advisor at BMO Nesbitt Burns Securities Ltd. or one who fits your needs even better.

BMO Nesbitt Burns Securities Ltd. provides discretionary investment advisory, brokerage, and financial planning services to individuals, trusts, entities, and retirement accounts. The firm works with both U.S. and Canadian investors, including Canadian residents holding U.S. retirement accounts, and reports a notable portion of its client base outside the United States. Advisory accounts are managed according to a client-specific Investment Policy Statement and typically include allocations to equities, fixed income, mutual funds, and ETFs, with Investment Adviser Representatives relying on affiliate and third‑party research. Financial planning is provided at no additional fee as part of advisory relationships, with ongoing plan updates available only upon client request, and custody and trade execution are handled through an unaffiliated clearing firm. Organized as a Canadian subsidiary within the Bank of Montreal group, the firm is both an SEC‑registered investment adviser and a FINRA‑member broker‑dealer, and maintains affiliations across banking, trust, pension consulting, swap, futures, and commodity activities that distinguish it from many peers. Many advisers are employees of the broader BMO organization and may provide advisory, brokerage, and insurance services, and the firm has recently changed its clearing‑firm arrangements to credit certain uninvested cash interest directly to clients.

To learn more about the advisors currently working at BMO Nesbitt Burns Securities Ltd., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.