BMO Nesbitt Burns Securities Ltd.

Overview

BMO Nesbitt Burns Securities Ltd. is a broker-dealer that also provides advisory and financial planning services to individual and family clients. The firm operates on a percentage-of-AUM fee model and delivers portfolio management for individuals, small businesses, and institutions. It is organized as a corporation, is SEC-registered since 2016, and is owned by a mix of foreign and individual interests. The firm does not identify as an active ESG investor and is not designated as a multi-state adviser. Corporate affiliations extend beyond standard broker-dealer activities: filings indicate roles that include sponsor or general partner of pooled vehicles, trust and banking relationships, and connections with insurance and pension consulting functions. Those affiliations suggest the firm can participate in both brokerage execution and sponsor/manager responsibilities for privately sponsored investment structures.

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Public Holdings

Investments & Alternatives

Location & Offices