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

About_our_clients

Clients We Are Helping

We develop a customized wealth strategy to meet the unique needs and preferences of each client. Our wealth solutions includes a wealth plan, portfolio management and access to our internal team and BMO experts. 


What's Your Stage?


Business Owner/Entrepreneur? 
Our team acts as the CFO for your personal wealth, advising on wealth and investment strategies that include assets held in corporations and holding companies.


Pre-Retiree?  
As you approach retirement, your portfolio strategy may require a realignment. Our wealth plan maps out a comfortable transition, including a cashflow portfolio that supports a sustainable retirement lifestyle.
 

Post-Retiree? 
As a retired investor, you strive to maintain your lifestyle. Our wealth plans and cash flow portfolios provide predictable monthly income, which acts as a replacement to your paycheque.
 

Parent, Guardian or Primary Caregiver? 
Prudent investors, looking for increased stability, enjoy the steady, predictable income generated by our cashflow portfolios
 
 

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