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| BMO Nesbitt Burns Securities Ltd
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| CRD # | 281337 |
| SEC # | 801-107176 |
| CIK # | 0001047797 |
| AUM | 1,197.6 M (2026-01-28) |
| Employees | 303 (71% Investors, 48% Brokers) |
| Phone | 416-624-5509 |
| Address | 1 First Canadian Place Toronto Ontario, Canada |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001047797 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 13.1 | ||
| Royal Bank of Canada | 10.2 | ||
| Toronto Dominion Bank | 7.2 | ||
| Apple Inc | 7.1 | ||
| Microsoft Corp | 6.2 | ||
| Amazon Com Inc | 6.2 | ||
| Alphabet Inc | 5.8 | ||
| Facebook Inc | 4.2 | ||
| Bank of Nova Scotia | 3.9 | ||
| Canadian Imperial Bank of Commerce /Can/ | 3.9 | ||
| Bank of Montreal /Can/ | 3.9 | ||
| Transcanada Corp | 3.4 | ||
| Enbridge Inc | 3.2 | ||
| Canadian Natural Resources Ltd | 3.1 | ||
| Broadcom Inc | 3.1 | ||
| Tesla Motors Inc | 3.0 | ||
| Alphabet Inc | 2.9 | ||
| Netflix Inc | 2.9 | ||
| Suncor Energy Inc | 2.4 | ||
| Brookfield Asset Management Inc | 2.2 | ||
| Agnico Eagle Mines Ltd | 2.1 | ||
| Manulife Financial Corp | 2.0 | ||
| Visa Inc | 1.9 | ||
| J P Morgan Chase & Co | 1.6 | ||
| Shopify Inc | 1.6 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 674 | 96.8 |
| (b) Individuals (high net worth individuals) | 412 | 1,100.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,330 | 1,197.6 |
| By Discretionary | ||
| Discretionary | 1,330 | 1,197.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,330 | 1,197.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 184.4 | |
| United States Persons | 1,013.2 | |
| Total | 1,330 | 1,197.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-NT | [0001047797] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| LEI | 54JEJPF5RL5INKZRDO43 |
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|---|---|---|
|
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OR | 1,197.8 M |
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FL | 1,191.9 M |
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Ram Investment Partners LLC
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Aspire Growth Partners LLC
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1,187.2 M |