BMO Nesbitt Burns
399, rue Principale
Granby, QC
J2G 2W7

BMO Nesbitt Burns
399 Principale
Granby, Quebec
J2G 2W7

Contact Us

Our Process

"The Power of Goals!"

Our 5-Step Process:

Step 1
Seek First to Understand
We discuss your life situation and your financial needs

Step 2
Begin with the End in Mind
We establish your financial goals, quantify your risk tolerance level and clarify expectations

Step 3
Harness the Full Power of BMO Nesbitt Burns
We build a Unique Financial Strategy and discuss the Retirement and Estate Planning process; the entrepreneurial culture at BMO Nesbitt Burns permits personalized solutions

Step 4
Moving Forward
We remodel your investments according to your goals, your Retirement Plan and your Estate Plan

Step 5
Keeping the Promise
Annually, we will:

  • Review your Portfolio

  • Review your Retirement and Estate Plans

  • Review your Tax situation

  • Proactively re-position your portfolio according to changing economic conditions
The Viviane SCHOFIELD Group
Plan. Process. Future.