Planning for your retirement
It takes careful planning to turn your dream retirement into a reality. Using our financial planning software, we can create a retirement analysis that is customized to your individual financial situation. As part of your retirement strategy, we will assess how you can benefit from registered savings plans such as RRSPs, RRIFs, and TFSAs, and whether you are taking maximum advantage of the benefits they offer.
Solutions for your investments
Whether you're looking for the growth potential of stocks, the safety of GICs & fixed Income, or the ease of diversification offered by separately managed accounts, we have the choice of investment products you need. We further enhance your investing options by offering fee-based and managed asset programs as well as more traditional, commission-based investing.
Protecting your lifestyle & defining your legacy >
Life can throw many surprises into your life, and you never know when an illness or death may affect the financial well being of you and your family. It's important to put plans in place which will ensure that you and your loved ones will be protected from the unexpected events in life. Whether it's to protect your standard of living, or to ensure the most tax effective way of passing on wealth from one generation to another, a variety of insurance & estate planning strategies are available to complement your wealth management strategy.
Lowering & deferring tax
You work hard, and we believe that you deserve to keep as much of what you earn as possible. That's why we work to help you find ways to defer tax and grow your investments. Our "save now, pay later" approach allows our clients to lay the foundation for a strong financial future. We can take you through a number of tax strategies including:
Our investment research is done with one goal in mind: to help you achieve superior returns while managing risk. We are able to draw upon some of Canada's best investment knowledge and market expertise to share with our clients. BMO Nesbitt Burns has been ranked #1 in our equity research for the past 28 consecutive years as surveyed by Brendan Woods International.