Address
BMO Nesbitt Burns
1 First Canadian Place
40th Floor , P.O. Box 150
Toronto, ON
M5X 1H3
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Contact Us
What We Do
Experience. Discipline. Your Comprehensive Roadmap Awaits.
Beyond customized portfolio management – the inherent skill sets of asset allocation and balancing risk against reward – you can expect a comprehensive financial roadmap through ongoing, strategic and practical advice that’s rooted in experience, discipline, and an eye on your short- and long-term objectives.
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Advice:
Informed, ongoing guidance to keep you on track to achieve your financial goals
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Wealth Management:
Holistic, unbiased stewardship of your complete financial picture (financial, tax and estate planning; retirement and educational savings; insurance; philanthropy, etc.)
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Referrals:
Professional services alliances, designed to connect you with a network of independent experts, including accountants, lawyers, lenders, and insurance experts
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Discipline:
Unwavering focus on your long-term objectives to prevent the emotional ups and downs of investing
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Education:
Information and resources to help you participate in – and maintain ownership of – your financial future
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Meetings:
Ongoing touch points based on your personal needs – meetings, phone calls, email correspondence, etc.
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Estate Planning:
An effective action plan to ensure that your wishes are secured
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Tax Planning:
To ensure your financial plan is efficient, and your tax liability minimized
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Goal-Setting:
Clear consistent priorities, followed by regular monitoring, review and assessment
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Risk Management:
Identification, measurement and mitigation of investment risks, according to your risk tolerance parameters, to best preserve – and grow – capital |
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Insurance Consulting:
Recommendations to maintain and protect your financial stability (including segregated funds, annuities, disability, critical illness and long-term care)
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Retirement Savings:
Comprehensive solutions to help you accomplish your aspirations for a successful and fulfilling retirement
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Education Savings:
Conversations about alternative options to saving and investing, like TFSAs, life insurance – and non-registered, trust or corporate business accounts
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Research:
From industry trends to the specific macro and micro-economics factors that impact your individual financial plan, we keep you informed
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The right Investment strategies to meet your needs.
An investment advisor can help you achieve your financial goals.
Contact us today.
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