What We Offer

Investment Management

  • Portfolio Management (either discretionary or advisory)
  • Commission-free trading for fee based accounts
  • Wholesale prices on fixed income securities for fee based accounts
  • Historical perspective experience in many types of markets
  • stock and bond research
  • Due diligence on mutual fund managers
  • Analysis of new investment products

Wealth Planning

  • Analysis of current financial situation
  • Help in articulating and prioritizing financial goals
  • Aplan to reach financial goals
  • Along-term partner who knows our clients’ situation, needs and goals
  • Cash flow planning
  • Succession planning
  • Retirement planning
  • Education planning (RESPs)
  • Tax Planning
  • Trust & Estate Planning
  • Philanthropy
  • Platinum Banking
  • An assessment on insurance needs Quarterly portfolio and performance reporting
  • Review of pension and group plan choices

Administration

  • Quarterly portfolio and performance reporting
  • Records of cost bases for securities
  • Reorganizations
  • Custody of securities
  • Direct communication with clients’ tax and legal advisors

Technology

  • Online access to BMO Nesbitt Burns research
  • Online access to account and past monthly statements through Gateway
Financial Freedom and Peace of Mind