We follow a disciplined process designed to keep you on track to achieving your goals. This process keeps everyone focused on what’s important – helping you live life the way you want.
• An opportunity for us to get to know you and your family to better understand how we can help
• Introduce you to the benefits of our unique wealth management process
• Introduce our wealth management team and the services we provide to ensure the success of our clients’ wealth plans
• Gather important financial information
• Listen to what is and who are most important to you
• Thorough understanding of your current situation
• Discuss and clarify your goals
• Provides the basis for developing your roadmap for the future
• Analyze financial and personal information
• Present and explain the different strategies appropriate for you
• Provide custom-tailored solutions to address your needs
• Implement specific action plans to achieve your goals
• Structure your investments tax efficiently with a comfortable level of risk
• Establish accounts at BMO Nesbitt Burns
• Prepare various transfer documents
• Establish on-line access to accounts, reporting, and your wealth plan
• Consolidate and transfer funds and investments to BMO Nesbitt Burns
• Establish professionally-managed investment portfolio
• Consistent communication about your portfolio, performance, and wealth plan
• Review your current life and disability insurance needs and coverage
• Analyze insurance-based wealth protection, income replacement or wealth transfer strategies
• Identify and implement strategies to achieve your desired estate objectives
• Collaborate with tax, legal, and estate specialists
• Peace of mind
• Always be upfront and helpful
• Contact you regularly
• Properly diversified portfolio
• Investment behaviour counselling
• Comprehensive wealth plan