BMO Nesbitt Burns
2 St. Clair Ave. West
19th Floor
Toronto, ON
M4V 1L5

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Financial Planning


Long-term wealth management strategies and individualized advice begins with a high-level conversation and is an ongoing process which requires constant revision. Our financial customization begins with creating a financial plan and evolving it into a portfolio construction process that encompasses proven, diverse strategies designed to enhance risk-adjusted returns.

Current financial position: Your financial position is a combination of your net worth (assets, minus liabilities) and your annual cash flow (income, less expenses and savings). This information provides an overview of the financial resources currently available to meet your goals.

Chart your course for success

Do you have a clear picture of where you want to be when you retire? Are you sure your present plans will get you there? While no one can predict the future, BMO Nesbitt Burns sophisticated planning software can help make it clearer. By integrating the many elements that affect retirement income, our program allows you to review your options and make informed decisions.

This software analysis helps take the guesswork out of your planning. All of the information you provide is integrated with current legislation to give you an objective view of your financial affairs. As we work through the process together we will produce financial targets, identify shortfalls and create strategies.

Implementation and Review of Your Plan

When reviewing and implementing your financial plan, your Investment Advisor can help you determine if you need to meet with other professionals, such as a tax advisor, an insurance specialist or an estate lawyer, to implement your plan. He or she will also review your portfolio to ensure that it is consistent with your personal and financial objectives.

Once implemented, your plan should be reviewed every few years or whenever there is a significant change in your circumstances, such as a change in marital status, a birth or death in the family, an inheritance or a new job.

Your BMO Nesbitt Burns Investment Advisor has the knowledge and ability to guide you through the financial planning process. He or she will help you to meet your financial goals through the development of a financial plan – the foundation of your overall wealth management strategy.

The best way to reach any destination is to use a good map and our planning software can be used to create one specific to your goals. Please contact Alykhan Shamji at (416)928-2218 if you would like to go through this process, either for the first time or to update an existing plan.