BMO Nesbitt Burns Securities Ltd.

Overview

BMO Nesbitt Burns Securities Ltd. operates as a broker-dealer that provides financial planning and discretionary portfolio management services primarily to individual and family clients, with offerings that also cover small businesses and institutional/business accounts. The firm charges fees based on a percentage of assets under management and reports a client base concentrated in private individuals and families. Its business activities and affiliations span brokerage and advisory roles, and filings indicate exposure to a range of financial industry functions beyond retail wealth management. The firm’s public filing flags a preference for equities, and its most-used asset type is exchange-traded equities. It does not identify as an active ESG investor in the snapshot data.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices