Our Services
To help you accumulate, manage and preserve personal wealth, BMO Nesbitt Burns provides a full range of wealth management services.
Financial Planning
Banking & Credit Strategies
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Private Banking
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Effective credit management – mortgage, line of credit, personal and business loans
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Cash management services
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Access to Commercial Banking Specialists
Retirement Planning
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Identify Goals
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Evaluate expected income and expense obligations
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Determine additional savings needed
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At retirement, develop a tax-efficient income strategy
Investment Planning
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Establishment of investment objectives
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Asset allocation strategy including re-balancing
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Portfolio design and security selection
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Investment management and advice
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Selection and monitoring of third-party investment managers
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Periodic portfolio reviews
Tax Efficiency
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Review current and future tax situations
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Uncover opportunities to save taxes or defer taxation
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Develop strategies to cover future tax liabilities
Insurance Planning – Protecting Your Lifestyle
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Income continuance strategies (such as annuities, critical illness, long-term care and disability insurance)
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Asset protection strategies (mortgage life insurance, business continuation insurance, critical illness and long-term care insurance and insurance for estate planning)
Succession & Legacy Planning
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Business succession planning, financing and valuation services
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Business transfer assistance
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Access current and potential estate values
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Determine obligations (debts, dependents, taxes and probate costs)
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Identify estate planning issues and opportunities
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Devise strategies to fund obligations and wishes
Philanthropy