Address

BMO Nesbitt Burns
Lansdowne Park
979 Bank Street, 6th Floor
Ottawa, ON
K1S 5K5
Map

Contact Us

Planning Solutions

Planning Solutions

 
Our focus is to assist you in identifying your life dreams, financial goals, expectations, and investor profile. Our planning services include budgeting as well as financial, education, & gift planning. We implement a number of strategies to facilitate the transfer of your wealth to the next generation.
 
Here's how we help build and maintain a plan that is most beneficial and suitable to you:
 
● Identify Life Dreams
● Identify Financial Goals   
● Identify Expectations
● Identify your Investor Profile
● Scenario based Financial Planning
● Budgeting
● Education Planning
● Gift Planning
● Family Wealth Transfer Solutions
● Tax Strategies
● Estate Strategies
● Insurance Strategies
● Succession Strategies