We help clients maximize opportunities relating to portfolio
and investment management, tax minimization, estate planning, trust
creation, risk management, capital preservation, philanthropy, and
inter-generational investment and tax planning.
What do we do?
We provide our clients, their
families and their businesses with comprehensive wealth management
strategies and solutions. Our wealth planning services range from full
brokerage services and portfolio management to comprehensive financial
planning services including retirement, estate, insurance, and
succession planning for individuals and family businesses. We maintain
ongoing relationships with select bankers, accountants and lawyers who
offer their perspective and advice. These consultative services enable
us to provide customized solutions that help our clients achieve their
Why do we do it?
We strive to give our
clients the peace of mind and security they deserve. We do this by
educating and guiding them through the variety of financial issues that
may affect their lives and their future. We develop strategies to
create effective solutions and oversee their implementation.
Who have we done it for?
service a diverse group of established clients that include; business
owners, corporate executives, professionals and retirees. Many of these
clients have worked hard to accumulate their wealth and are looking to
transition their investments and assets to the next level in wealth
management. Our clients recognize the value of having a group of
dedicated professionals working on their behalf. They have entrusted us
with helping them achieve their financial goals.
What makes us different?
process provides clients with access to a group of dedicated
specialists motivated to work on their behalf. This process includes
accountants, lawyers, insurance specialists, bankers, and of course, the
full resources of BMO Nesbitt Burns.
Why should you do business with us?
use our expertise and experience to help our clients with all aspects
of their financial and investment well-being. We are committed to
providing our clients with the highest level of investment support and