BMO Nesbitt Burns - aVenture Asset Manager Research
Location
Toronto, Ontario, CA
Founded
1987
BMO Nesbitt Burns, based in Toronto, Ontario, Canada, is a financial advisory firm specializing in wealth management services for individuals, families, businesses, and institutions. The firm operates across various investment stages including Series A, private equity, post-IPO secondary, and debt financing, with typical investment sizes ranging from millions to hundreds of millions of dollars.
Notable portfolio companies include Alectra, Mission Oil and Gas, Nomad, and YadaYada. Key decision-makers at BMO Nesbitt Burns leverage their extensive experience and affiliations with the broader BMO Financial Group. The firm's investment philosophy focuses on long-term value creation and comprehensive financial planning. Unique value-add services include personalized wealth advisory and portfolio management tailored to meet the specific needs of their diverse clientele.
BMO Nesbitt Burns - Portfolio Snapshot
Portfolio activity breakdown across disclosed investments and stages
Portfolio Companies5
Current Portfolio Count4
Top Investment Stages
Series A1 (33.3%)
Series C1 (33.3%)
Series D1 (33.3%)
Stage Mix
Series A 33%Series C 33%Series D 33%
Concentration shown as share of disclosed investments by stage.
