120 King Street West
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 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:
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.