BMO Nesbitt Burns

Advisor who thrives on building relationships

Susan O'Brien started her practice from scratch 21 years ago and believes the industry is a great place for women to succeed

Father-son team admits 7,000 unauthorised trades

Advisors fired by BMO Nesbitt Burns and fined a combined $70,000 by IIROC

For new Canadians, it’s a matter of trust

Financial advisors working with new Canadians must be prepared to overcome and bridge crucial gaps

The key to managing client wealth transfers

Investment advisor explains her approach to easing fears of business owners and their children

Helping new Canadians find their bearings in financial planning

For clients from the East, getting a handle on Canada’s wealth ecosystem is difficult without a guiding hand

2019 Wealth Professional Awards winners announced

Standout industry performers gather in Toronto for a night of celebration and recognition

SVP reflects on her path to success

Wellington-Altus co-founder discusses the importance of finding the right mentor – and toughening up to get ahead

How can single Canadians take control of finances?

The demographic has doubled over the past 35 years, presenting challenges and opportunities for those who live alone

Thalia Kingsford on why wealth industry needs more women

“I think there needs to be an emphasis on recruiting women because 50 per cent of the investing population is female.”

Satisfaction drops, advisors "shy away" from tough conversations

Study reveals first decrease since financial crisis but Edward Jones tops company standings for seventh consecutive year