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
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Contact Us

Wealth Management

Wealth Managment

Our wealth management philosophy is built on three principals:

Wealth Management
Your wealth strategy is strengthened by considering all the components and considerations that impact your financial well-being, just as the strength of a rope increases with the number of threads.

Wealth considerations, like tax, estate, insurance, business and investment planning, influence each other. For this reason, aligning your investment decisions improves your confidence and comfort by identifying opportunities that were not otherwise apparent. As part of our wealth services, we collaborate with your experts or provide you access to our internal BMO specialists in these areas.


Goal-Based Planning
We use goals – based planning (GBP) to develop your wealth plan and design your portfolio. GBP is important because you need a goal in order to develop a strategy, monitor progress and make adjustments when needed. This approach has been well received by our clients, as they enjoy the clarity and focus of this approach.

Cash Flow Portfolios
We specialize in designing cash flow portfolios to meet the unique needs of our clients. This portfolio model generates predictable cash flow for you to fund your goals.
 

"For some time, Canadian investors have been asking for more from their investment advisors. Our wealth management approach strives to address the evolving needs of investors and provide a comprehensive, strategic approach to your wealth and well-being.” – Teresa Gostola