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Alexandra Weaver
Sam Hejazi
Debra Naphan

Address
120 King Street West
Suite 1040
Hamilton, ON
L8P 4V2
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Wealth Management Consulting

Managing your wealth is not simply a financial excercise. An appreciation of your unique needs and an in-depth understanding of your goals, dreams, values and how they affect your family is required.

We understand that the most effective wealth management plan starts long before we look at numbers - it starts with a discussion about you.


Our Philosophy

Our strategic wealth management approach ensures that a customized solution is designed and applied through a disciplined process, to take you through all the financial stages of your life. Our goal is to focus on all aspects of your wealth management plan to ensure it is sound and meets the objectives for you and your family.

Tax & Estate Planning

BMO Nesbitt Burns has assembled a hightly-skilled team of industry experts and designated specialists whom:

  • Will bring you a customized strategy tailored specifically to your family's wealth management needs

  • Help bring together and manage an extended team of in-house experts on your behalf

  • Will work closely with you to tailor a comprehensive plan that incorporates your wealth and life management needs, interests and aspirations

  • Will identify opportunities and recommend solutions so you remain on track to achieve your goals

 
Our Approach
Our approach with clients is consultative in nature and begins with listening to and understanding their needs. Before we can make any recommendations or suggestions, we need to learn what their vision and objectives are and what their level of commitment is so we can help them achieve the financial component of their goals.
 

 
Clarify
  • We will have an in-depth conversation about what is most important to you and your family

  • Explore
  • Based on your family's needs and what you want to accomplish. We will work to prioritize your short and long-term goals and then document the financial resources you have at your disposal

  • Evaluate
  • We will explore your options and develop strategies to help you bridge the gap between where you are today and where you would like to be in the future

  • Decide
  • Once you are comfortable that you fully understand your options, you will commit to the solutions and strategies that best meet the needs of you and your family

  • Implement
  • We will develop an action plan to implement your chosen strategies

  • Review
  • We will monitor and review the plan regularly to ensure you remain on course to meeting your family's goals and objectives
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