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BMO Nesbitt Burns
16775 Yonge St
|Collaborative Approach: We work with our clients, and their other professionals, to tailor a detailed, custom and comprehensive wealth plan.
Living and Dynamic Document: a detailed summary of our analysis, updated as our client’s lives change.
Answering The Big Questions: based on what you have, can you maintain your lifestyle and support your goals long-term?
|Estate Planning & third party analysis: identifying our clients’ goals, analysis of strategies, and ensuring wishes are accurately documented. Providing third party analysis to verify quality.
Philanthropic Support: protecting our client’s charitable intentions now and in the future, while also ensuring that they do so in a smart way.
Concise Recommendations: personalized recommendations on all aspect of our client’s wealth, with clearly defined next steps, and guided by what is important to them.
Progress Tracker: a document that visually shows progress alongside our clients’ wealth plans. Providing peace of mind, and a leading indicator for adjustments that may be required.
Team of Experts: we have a team of specialist both within BMO and external, which we consciously selected for being the best in their field. Surrounding ourselves with a team of highly skilled experts allows us to take each area of our client’s wealth planning to the next level of detail.