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Katie Crossley, MBA. Director & Assistant Market Leader, BMO Private Wealth & BMO Nesbitt Burns. Branch Address. BMO Private Wealth, Toronto Bay. BMO Nesbitt Burns, BMO Financial Group's full-service investing business in Canada, offers comprehensive and client-focused investment and wealth advisory. Your dedicated BMO Nesbitt Burns Investment Advisor will develop a plan that's right for your wealth needs � across all stages of your life and business.

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Sign in. Lock in your rate today. Interestingly, the study also found that investors are less interested in returns that outperform the markets than returns that meet their financial plan's targets. The study, conducted by Pollara, showed that more than two-thirds 69 per cent of Canadian investors have used the services of a financial or investment advisor within the past 12 months.