Tel: 403-296-9086
Fax: 403-296-2799
Toll Free: 1-888-326-7777

Address

BMO Nesbitt Burns
4954 Richard Rd. SW
Suite 100
Calgary, AB
T3E 6L1
Map

Contact Us

Our Clients: Established Investors



Does this sound like you?
● Your current advisor isn’t as available or as responsive as you’d like. You’d like to have a conversation with your financial advisor several times a year (and they promptly return your phone calls)
● Life’s been busy and you haven’t saved as much for retirement as you’d like. You’re interested in learning more about how a professional financial advisor can help
● You’re a small business owner who needs help to find the best methods of managing the assets in your company, succession planning and minimizing taxes.
● You’ve been DIYing it for years and have been doing OK but now it’s getting uncomfortably close to retirement and you want to ramp up your game
● You’ve been investing but you don’t have a clear strategy throughout your investment portfolio
To create peace of mind and your most efficient investment portfolio, there are several important questions we investigate:
● is your savings strategy enough to support you through retirement?
● are you coordinating your current strategy with stock options and company matching/benefit packages?
● are you coordinating with your spouse’s benefits?
● what role is insurance playing to safeguard your wealth, minimizing taxes and providing an income stream for the future?
● what other partners do we need to bring on to provide broader estate planning advice?
Let us create a comprehensive investment strategy that gives you the essential financial freedom and stability you require during retirement.
Contact us for your Free Consultation and start planning your retirement speech
Testimonial
 

"After working with investment advisors at the branch level, we had acquired enough wealth that we were looking for someone who would not simply show us options to invest our money, but someone with the ‘heart of a teacher’, to listen to our needs and our lifestyle to guide us into retirement. 

 

When we met with Chris Burns of MMB Wealth Advisory his first question was “What do you want out of retirement?”. Chris is patient and went beyond looking at our wealth needs but also looked at our personal and family needs and desires for retirement. Chris was able to give us a realistic view of our financial future when no one had ever done that before! He showed us specifically the path to turn our retirement dreams into reality. From the onset, he has remained extremely interactive and is proactive in keeping us informed and involved in the decision making of our investments. Chris makes us feel as if we are truly the ones in charge of our financial future with his confident guidance. Even through some rough financial months of the pandemic, Chris continues to bring us great confidence with his easy demeanour. We have recommended Chris to several others and are confident in doing so. We look forward to continuing to work with Chris long into the future."

 

- Greg & Melanie, March 2021

 
The opinions expressed above are those of the named client author and are in no way representative of the views of all clients. Client testimonials do not constitute a guarantee, warranty, or prediction regarding outcome of your investments.