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You have worked hard to build your wealth. Preserving it is your next priority. The best way to safeguard your enduring prosperity is through effective wealth planning.


Planning for the future of your family or your business is part of the integrated approach to wealth planning offered by Thomas Meadows Wealth Management. We look after your wealth, both personal and professional, through a comprehensive array of wealth planning solutions. The key to advancing your wealth is building a high-quality team of experts in the fields of tax, trust and estates, insurance, business succession, and philanthropy. Together with your BMO wealth professional, they are able to provide a comprehensive plan tailored to your interests, wealth, and life goals.

Specialties:

  • Wealth Management for business owners
  • Individual Pension Plans (IPP)
  • Corporate Investments and Holding Companies
  • Canadian Taxation


About BMO Nesbitt Burns

BMO Nesbitt Burns is a strong, proud and determined organization with its sights set on becoming the number one financial services firm in North America. Our technology, research and relationship with the bank sets standards in Canada and in the global marketplace. BMO Nesbitt Burns is an advisory firm run by successful Advisors. Since 1912, the firm has had an unwavering belief in the power of the Advisor-Client relationship. BMO Nesbitt Burns is a core part of the success of BMO, Canada’s oldest bank, founded in 1817.

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We’ve Done It Again!

 

BMO named Best Private Bank in Canada
by World Finance Magazine for the 14th consecutive year (2011 – 2024).

 

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Our Services

 

Investment Management: If your goal is to grow and/or preserve your wealth, we can suggest an investment strategy that's right for you.

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Tax Planning: Tax minimization is a key strategy to manage your wealth. A Stewart | Larry & Associates professional will work with your current tax team to help you effectively manage your assets. 

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Retirement Planning:  We know that many of our clients focus on making a difference today for a better world tomorrow. We help you invest responsibly. 

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Philanthropic Giving: Create a legacy that reflects your values and beliefs while making the world a better place.

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Trust & Estate Planning: Our team will work with you to create a comprehensive estate plan that aligns with your values. 

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Insurance Planning: We will help you determine what, if any, insurance protection you need to complement your overall wealth management strategies.

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Wealth Planning: A wealth plan helps you understand where you are and where you want to be. We create a plan to help get you there.

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Business & Succession Planning: We will take care of your business and your family.

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