- Eighty-nine per cent of Canadian investors cite trustworthiness and honesty as very important characteristics of an investment advisor
- Advisors who provide a detailed financial plan and are able to explain the markets in easy-to-understand terms are well positioned to succeed
- Investors place higher priority on getting returns that meet their specific plan targets than on getting returns that outperform the market
- BMO Nesbitt Burns' 100 years of success has been based on a commitment to the client-advisor relationship and helping Canadians reach their financial goals