BMO Nesbitt Burns
800 Manulife Place
10180 - 101 Street
We Work Together
To put it in a sentence, I work alongisde my team of Wealth Management professionals to provide you with strategies that reduce your taxes, fund your retirement, and protect your legacy.
As a member of BMO Nesbitt Burns, one of Canada's leading Wealth Management firms, I have resources at my disposal to provide my clients with professional guidance throughout all of the challenges that life throws their way, including the volatility of the markets.
|Wealth Management: Unbiased stewardship of your complete financial picture (financial, tax and estate planning; retirement and educational savings; insurance; philanthropy, etc.)
Retirement Planning: Solutions to help you accomplish your aspirations to retire and stay comfortably retired.
Estate Planning: An effective action plan to ensure that your wishes are secured
Tax Planning: To ensure your financial plan is efficient, and your tax liability minimized
Risk Management: Identification and mitigation of investment risks, according to your risk tolerance parameters
|Insurance Consulting: Recommendations to maintain and protect your financial stability (including segregated funds, annuities, disability, critical illness and long-term care)
Research/Education: From industry trends to the specific macro and micro-economics factors that impact your individual financial plan, I'll always keep you informed.
Referrals: Professional services alliances, designed to connect you with a network of independent experts, including accountants, lawyers, lenders, and insurance experts.
Goal-Setting: Clear consistent priorities, followed by regular monitoring, review and assessment
Discipline: Unwavering focus on your long-term objectives to prevent the emotional ups and downs of investing