Tel: 403-750-0861
Fax: 403-262-0804

Address

BMO Nesbitt Burns
Eighth Avenue Place, East Tower
525 8th Avenue SW
Suite 1100
Calgary, AB
T2P 1G1
Map

Contact Us

Our Process


 


Discover

- Understanding the scope of the goals of the client
- Identify gaps in current financial plan
- Review current tax strategies and legal structures

Propose

- Strategic plan for implementing the goals of the client
- Investment portfolio solutions

Implement

- Initiate the Strategic Plan
- Phase in the investment recommendations
 

Monitor

- Monitor progress according to the plan
- Adjust the plan and investments when needed

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