Comprehensive Wealth Management - I want to address all areas of your financial planning. Investment Planning is tied together with Tax Planning which in turn needs to work with your Will and Estate Planning. At BMO Nesbitt Burns we have our own dedicated experience financial planner.
Commitment to your needs - I will work closely with you to fully understand what your unique objectives and concerns are. The more I know about you and your family, the better work I can do with you in all areas of your financial life.
Tax Planning - This is the most common issue raised by clients, and a driver of everything from investment decisions to estate planning to business structures. I focus on minimizing taxes in all areas of planning.
Proven Money Management - In good and tough markets, I have focused on generating absolute returns, wealth preservation, and creating Tax Efficient income throughout.
Service Plan - We will agree on a comfortable service schedule of regular meetings and contact planning with you.
Professionalism - In all dealings with all members of my team, you will always be treated with respect and professionalism.
Fees- We offer a transparent fee structure