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BMO Nesbitt Burns
120 King Street West
Suite 1040
Hamilton, ON
L8P 4V2

BMO Nesbitt Burns
275 James Street North
Hamilton, Ontario

BMO Nesbitt Burns
2170 Rymal Road East
Hamilton, ON

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While there’s no denying the opportunities an inheritance can bring, a sudden influx of assets can also be an overwhelming responsibility – especially for young, inexperienced investors who are busy starting a career and a family.
We can help you enjoy your inheritance today while practicing sound wealth stewardship to preserve your new-found wealth for your retirement and your heirs and avoiding the pitfalls that can accompany a sudden windfall.