Address

BMO Nesbitt Burns
885 West Georgia Street
18th Floor
Vancouver, BC
V6C 3E8
Map

Contact Us

High Net Worth Individuals

We take a holistic approach to wealth creation and preservation for established clients and their families.
We provide:

  • Financial planning and transition planning

  • Income and asset preservation and growth

  • Investment management including traditional brokerage, customized portfolio
    strategies and fee-based managed accounts

  • Insurance solutions including annuities, life insurance, critical illness coverage and Insured Retirement Programs

  • Tax reduction strategies

  • Cross-border planning advice

  • Legacy and estate planning

  • Inter-generational wealth transfer

  • Advice regarding the use of trusts

  • Philanthropic services, foundations and charitable giving strategies

  • Sophisticated strategies such as monetization, option strategies, block trading, Individual Pension Plans, custom built structured products, etc.

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