Financial Planning
Financial Planning
A key determinant to successful investing is owning a mix of assets likely to generate the returns you need while minimizing your exposure to risk. Using recommendations from BMO Nesbitt Burns’ Research Department, we work closely with our clients to determine the appropriate mix for them, and then monitor their situation to ensure it remains appropriate.
A Full Spectrum of Advice
Wealth Management
Holistic, unbiased stewardship of your complete financial picture (financial, tax and estate planning; retirement and educational savings; insurance; philanthropy, etc.)
Risk Management
Identification, measurement and mitigation of investment risks, according to your risk tolerance parameters, to best preserve – and grow – capital
Retirement Planning
In order to achieve your retirement goals, you need to have a plan. Whether you are focused on the investment component of your retirement plan or want to know more about how to maximize family resources, there are simple, effective methods to reduce and defer tax on investments, split income, enhance after-tax growth of wealth, and preserve accumulated capital. Through a comprehensive review and the use of our sophisticated planning software, you can have a clear picture of what can be done starting today to help you attain your retirement goals.
Estate and Insurance Planning
To make sound decisions about estate & insurance planning, you need reliable information and access to a wide range of products and services. An Estate & Insurance Advisor from BMO Nesbitt Burns Financial Services is a member of my team and is dedicated to providing integrated solutions to my clients’ growing asset preservation and income generation needs. Whether your goal is estate preservation, income replacement, tax minimization or business succession planning, our Estate & Insurance Advisors can provide you with the insurance solutions best suited to complement your wealth management strategy.
Tax Planning
To ensure your financial plan is efficient, and your tax liability minimized
Education Savings
Conversations about alternative options to saving and investing, like TFSAs, life insurance – and non-registered, trust or corporate business accounts
Referrals
Professional services alliances, designed to connect you with a network of independent experts, including accountants, lawyers, lenders, and insurance experts
Research
From industry trends to the specific macro and micro-economics factors that impact your individual financial plan, we keep you informed
Education
Information and resources to help you participate in – and maintain ownership of – your financial future
We are here to help you achieve your financial goals!
Contact us today.