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Client Experience

Investors come to advisory firms like BMO Nesbitt Burns to access guidance and expertise to develop and execute their investment strategies. That’s why we are committed to continually ensuring that we provide our clients with access to the best expertise, products and services to meet their investment needs. Over and above this, we are committed to ensuring high standards in client service. While this commitment has been in place as long as we have been in business, we wanted to clearly articulate all the principles that go into a successful advisory relationship, and the rights that you have as a client. That’s why we introduced the BMO Nesbitt Burns Private Client Division Charter of Client Rights and Client Responsibilities.

The procedures and guidelines outlined in our Charter have long been in place but we wanted to set them down so that you clearly understand all the benefits that you have as a BMO Nesbitt Burns client. The key to any successful relationship is open dialogue and communications. Our Charter also includes the practices that you need to undertake as a client to help foster a successful working relationship. These actions include: letting us know when your financial objectives and circumstances change so that we can ensure that your investment portfolio reflects those changes; keeping us informed of any changes to your risk tolerance; and ensuring that you understand investment recommendations and account documentation provided to you. We encourage you to read our Charter of Client Rights and Client Responsibilities.

At BMO Nesbitt Burns we welcome feedback, comments or suggestions from our clients, or prospective clients, regarding our Charter of Client Rights and Client Responsibilities or any other item you may wish to bring to our attention. Continuing to provide superior full service investment partnerships is of utmost importance to us.

For more information, contact an Investment Advisor at a BMO Nesbitt Burns branch near you.

If you would like a BMO Nesbitt Burns Investment Advisor to contact you, simply complete this brief contact form.

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