BMO Nesbitt Burns
885 West Georgia Street
|Charities and not-for-profit organizations rely on the Barnes Advisory Group to review their Investment Policy Statement. Our solutions are tailored to the unique needs of each organization. Many of our clients need assistance creating a predictable income stream and reliable cash flow. We also assist with income projections based on up-to-the-minute economic forecasts using our award winning research.
We frequently assist with the liquidation of securities gifted in-kind to registered charities and are always pleased to help prospective donors by offering strategic advice around gifting strategies (eg. gifting of securities or planned giving using insurance policies).