Personal RRSP and Investment accounts
Corporate accounts-Linking Banking Services
Pension Style Porfolio Management
Estate Planning and Insurance
Retirement - We use our sophisticated planning software and investment planning program offering a range of easily understood solutions. The illustrated plan it creates is customized to reflect your current circumstances, anticipated savings rate and investment objectives.
Estate Planning Group – We can help you with , tax planning with family trusts, avoiding estate administration taxes with multiple wills, alter ego and joint partner trusts, education trusts, tax on split income, and tax planned buy-sell agreements.
Life Insurance - Insurance planning with our Estate and Insurance Advisors; Discover the advantages of universal life in saving tax and growing your assets tax deferred or tax free, personally or in a corporation; For business owners we offer life insurance to fund buy/sell agreements; and key 'man' insurance. We deal with all the major insurance companies so our insurance specialists can search for the right policy for you.
Managed Assets - A managed money program giving you access to the investment management services of some of the world's best money managers.
Equities - Our team also manages stock portfolios for those who prefer stocks to mutual funds or managed money.
Fixed Income – We have one of the largest fixed income desks on the street which provides access to inventory to meet all of your fixed income needs.
Mutual Funds - In addition to drawing on our extensive knowledge of Mutual Funds, we receive additional support from our frequent contact with Peter Loach Vice President and Managing Director of Mutual fund Research. We have also provided a link that will bring you to the latest edition of the Mutual Funds Monitor, which includes a list of BMO Nesbitt Burns' Top Ranked Mutual Funds.
Risk Management - What is the relationship between the securities in your portfolio and how much risk do you need to take.