BMO Nesbitt Burns
885 West Georgia Street
High Net Worth Individuals
|We take a holistic approach to wealth creation and preservation for established clients and their families.
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.