Tel: 519-886-1536

Address

BMO Nesbitt Burns
20 Erb St W
3rd Floor
Waterloo, ON
N2L 1T2
Map

Contact Us

Financial Planning

​Beyond customized portfolio management – the inherent skill sets of asset allocation and balancing risk against reward – you can expect a comprehensive financial roadmap through ongoing, strategic and practical advice that’s rooted in experience, discipline, and an eye on your short- and long-term objectives.  

 

A wealth plan that changes as your life changes.
BMO WealthPath® is a financial wealth planning process that can be changed as your life changes. Our simplified, interactive approach to wealth planning helps you feel more connected to your finances.

With BMO WealthPath you can:
•See a visual timeline of your finances and goals pre- and
post-retirement.
•Plan in a fully digital platform that makes tracking your goals
easier and quicker.
•Try out different financial “what-if” scenarios to find the best
options for you.


How we start

We’ll start by conducting a discovery session to find out what’s important to you. Once your unique goals and financial situation are captured in WealthPath, your financial picture will come to life. You’ll see where you are, where you want to go and how you can get there.

When your WealthPlan is complete you can go online whenever you want to review your plan and try out different “what-if” scenarios to find the best financial options as your circumstances or goals change.


A Full Spectrum of Advice

Advice: Informed, ongoing guidance to keep you on track to achieve your financial goals
 
Wealth Management: Holistic, unbiased stewardship of your complete financial picture (financial, tax and estate planning; retirement and educational savings; insurance; philanthropy, etc.)
 
Referrals: Professional services alliances, designed to connect you with a network of independent experts, including accountants, lawyers, lenders, and insurance experts
 
Discipline: Unwavering focus on your long-term objectives to prevent the emotional ups and downs of investing
 
Education: Information and resources to help you participate in – and maintain ownership of – your financial future
 
Meetings: Ongoing touch points based on your personal needs – meetings, phone calls, email correspondence, etc.
 
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
 
Goal-Setting: Clear consistent priorities, followed by regular monitoring, review and assessment
Risk Management: Identification, measurement and mitigation of investment risks, according to your risk tolerance parameters, to best preserve – and grow – capital
 
Insurance Consulting: Recommendations to maintain and protect your financial stability (including segregated funds, annuities, disability, critical illness and long-term care)
 
Retirement Savings:  Comprehensive solutions to help you accomplish your aspirations for a successful and fulfilling retirement
 
Education Savings: Conversations about alternative options to saving and investing, like TFSAs, life insurance – and non-registered, trust or corporate business accounts
 
Research: From industry trends to the specific macro and micro-economics factors that impact your individual financial plan, we keep you informed
 
The right Investment strategies to meet your needs. An investment advisor can help you achieve your financial goals. Contact us today.