A strategic approach ensures that a customized solution is designed and applied through a disciplined process, to take you through all the stages of life.

We will work with you to take inventory of your current financial situation to ensure it is aligned with your overall wealth management goals, from now, to retirement and on through to estate planning.

 

Our 5 step process includes:

  1. Understanding your needs
  2. Planning for your needs
  3. Choosing your solutions
  4. Reviewing and communicating with you
  5. Evolving and adjusting your plan

 

 

Understanding Your Needs:

Understanding your needs includes a detailed discussion on matters such as:

 

  • Organizing your finances
  • Providing for future generations
  • Dealing with inheritance
  • Living a comfortable retirement
  • Protecting your estate

 

 

 

 

 

Planning for Your Needs

We will guide you through a careful planning process to help meet your needs and make your goals a reality. This includes:
 

  • A review of your current financial position
  • An analysis of issues that are most important to you
  • The setting of priorities and identifying action items
  • Involvement of other professionals, if needed

 

 

 

Choosing Your Solutions

BMO Nesbitt Burns offers one of the most comprehensive selections of investment products and solutions in Canada, backed by award winning equity research.
 

  • Managed Portfolio Account: Our Advisor Team acts as your Portfolio Manager
  • Architect Program: Managed Account with access to some of the world’s best Portfolio Managers
  • Meridian Program: Fee based account where the client and Advisor work together on Investment Solutions.
 

We also have a wide range of wealth advisory services which go beyond investment solutions and address your broader needs.

 

 

 

 

 

 

 

Reviewing and Communicating with You

On an ongoing basis, you will receive comprehensive information from us to keep you informed and up to date, as much information as you require. You can expect detailed statements of your account, electronic access through Gateway, our online client information centre and face-to-face reviews on a regular basis as needed.

 

 

 

Evolving and Adjusting Your Plan

We will work closely with you to ensure that your investments and finances not only meet your current needs for income, growth and diversification, but also take into account your plans for the future and your family’s long-term security.