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1 First Canadian Place
39th Floor, P.O. Box 150
Welcome to the Colenbrander Wealth Advisory Group
Your Peace of Mind Matters Most
Through BMO Nesbitt Burns' exclusive Architect Program, we are able to access the expertise of leading investment managers around the globe for our retail based clients.
The Meridian Program combines all of the benefits of an ongoing relationship with your Investment Advisor with the power of the Internet.
Gateway is our online account information center. It allows you to view your holdings, check transactions, obtain customized charts and much more.
When reviewing their retirement savings, the one question that individuals want to answer is: Will I outlive my savings or will my savings outlive me? NAVIPLAN, BMO Nesbitt Burns' sophisticated planning software allows us to model out your retirement wishlist and show you how to reach your goals. You tell us what you'd like to see.... Retire early? Downsize your residence? Buy a cottage? Factor in a potential inheritance down the road? We'll add clarity and peace of mind to your retirement plans.
Beginning in 2009, individuals who have reached the age of majority could contribute up to $5,000 per year to a TFSA where the holdings grow and earn income tax-free. The amount increased to $5500 in 2013, and to $10000 in 2015. It was reduced to $5500 in the March 2016 Liberal budget. The savings you build in the TFSA can be used at anytime and for multiple purposes – it’s completely up to you! Whether you have short, medium or long-term savings goals, such as saving for a special purpose or supplementing your other tax sheltered plans, we can help determine if the TFSA is a suitable strategy for you.
With the cost of post-secondary education in Canada steadily rising, many parents are looking for ways to fund their children's future educational needs. At BMO Nesbitt Burns, our experience has shown that a dedicated savings strategy, including a Registered Education Savings Plan can help ensure that the funds will be there when needed.
We help you track your contributions and grants and assist with withdrawals when the time comes.
A good Estate Plan* will provide you with the peace of mind that comes from knowing your family and financial affairs will be taken care of efficiently, and according to your wishes.
In today's economy, employees are often confronted with the prospect of having to change careers abruptly. The BMO Nesbitt Burns "Transition Planner" will help you evaluate severance and early retirement packages and ensure that your financial concerns are addressed.
Our colleagues at BMO Bank of Montreal can assist you with your personal banking needs, including loans, mortgages and day to day banking.