525 8th Avenue SW
A strategic approach ensures that a customized solution is designed and applied through a disciplined process, to take you through all the stages of life. We will work with you to take inventory of your current financial situation to ensure it is aligned with your overall wealth management goals, from now, to retirement and on through to estate planning.
Our 5 step process includes:
Understanding Your Needs:
Understanding your needs includes a detailed discussion on matters such as:
Planning for Your Needs
We will guide you through a careful planning process to help meet your needs and make your goals a reality. This includes:
Choosing Your Solutions
BMO Nesbitt Burns offers one of the most comprehensive selections of investment products and solutions in Canada, backed by award winning equity research.
We also have a wide range of wealth advisory services which go beyond investment solutions and address your broader needs.
Reviewing and Communicating with You
On an ongoing basis, you will receive comprehensive information from us to keep you informed and up to date, as much information as you require. You can expect detailed statements of your account, electronic access through Gateway, our online client information centre and face-to-face reviews on a regular basis as needed.
Evolving and Adjusting Your Plan
We will work closely with you to ensure that your investments and finances not only meet your current needs for income, growth and diversification, but also take into account your plans for the future and your family’s long-term security.