We challenge successful Canadian families to take action on what's important to drive exceptional outcomes. In order to facilitate trusting relationships, we encourage frank discussions about lifestyle, current situations and future financial goals.
Backed by BMO Financial Group's
knowledge and expertise, we work closely with you to tailor a comprehensive plan that incorporates your wealth and life management needs, interests and aspirations.
As your needs evolve, we will identify opportunities and recommend solutions so that you remain on track to achieve your goals.
Answering the Needs of our Sophisticated Clients
- Working with you to understand your objectives and needs
- Building a road map of what your future will look like financially and discuss options to consider
- Helping you organize and structure your goals
- Building an investment strategy and solution specific to your needs
- Recommendations on establishing an asset mix strategy to meet goals
- Reports on investment performance and compliance
Through BMO Nesbitt Burns
, we have access to some of the top discretionary asset managers in the world, helping to protect your family’s wealth from erosion in a complex and challenging environment. BMO Nesbitt Burns also has the top ranked investment research team in Canada*, that specializes in stock, bond and economic research. In addition, we have access to research from some of the top Wall Street firms like S&P Advisor