Personalized Wealth Plans

At BMO Nesbitt Burns, we believe that creating a detailed wealth management plan requires engaging with you to ask the right questions so our asset managers can fully understand your situation. This level of detail has helped us become one of the top financial planning firms in Winnipeg.

Asking and answering questions helps us to identify and prioritize your goals and needs when it comes to wealth preservation and capital management. We assess your situation and determine what is required to help you achieve your personal and financial goals. The Sutton Thiessen Stiver Wealth Group then develops and assists you in implementing the recommendations of your personalized Wealth Plan, which is reviewed and updated on an ongoing basis.


Your Questions

Do my current investment strategies align with my goals?

How can I pay less tax?

Should I invest or pay off my mortgage early?

Should I purchase an investment property to add to my portfolio?

How can I protect my family and my assets?

How does my business fit into my retirement plan?

How can I transition my wealth?

What can I do to help my children?

Our Questions

Can you tell us about you and your family?

What values are important to your family?

What are the top three issues you currently face?

What are your primary investment objectives?

Do you know where your retirement income will come from?

Have you thought about your estate plan?

What are your estate and planning concerns?

Who do you want to transition your wealth to?