About Us

What we do for you
 

 

Our approach is different because you are different.

Building toward a legacy of which you can be proud takes dedication. Wealth management is not only about making money; it is about securing something that you have earned.

At the D'Amico Family Wealth Management Group of BMO Nesbitt Burns, we personalize our process because we don't believe in the "one size fits all" concept. Whether you are investing for yourself, your family, your business or your organization, we provide a specific wealth management plan that is suitable for you so you can achieve your goals.

As a client, you have high expectations regarding your wealth management plan therefore we have adopted the same standard when helping you acheive your goals because you deserve no less. As a client, you will receive investment solutions, capital growth, and risk management assessment.

Reach YOUR summit.

Our services consists of:

  • Fee-Based Discretionary Portfolios

  • Savings & Tax Reduction Strategies

  • Retirement Income Fund (RIF)

  • Individual Pension Plan (IPP)

  • Financial Planning

  • Fee-Based Non-Discretionary Portfolios

  • Retirement Saving Plan (RSP)

  • Education Saving Plan (ESP)

  • Locked in RSP/LIF

  • Estate Planning