Tel:
416-359-6417
Address
BMO Nesbitt Burns
1 First Canadian Place
39th Floor, P.O. Box 150
Toronto, ON
M5X 1H3
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Contact Us
Our Services
Financial Planning
- Goal setting
- Cash-flow analysis
- Net worth assessment
- Investment planning
- Retirement planning
- Income and asset protection
- Estate planning
- Tax efficiency
Investment Planning
- Establishment of investment objectives
- Asset allocation strategy development
- Portfolio design and security selection
- Investment management and advice
- Selection and monitoring of investment managers
- Periodic portfolio reviews and rebalancing
Credit and Banking Strategies
- Effective credit management – mortgage, line of credit, personal and business loans
- Cash management
Retirement Planning
- Identify goals
- Evaluate expected income
- Determine additional savings needed
- At retirement, develop a tax-efficient income strategy
Protecting Your Lifestyle
- Income continuance planning (life and disability insurance)
- Develop asset protection strategies (mortgage life insurance, business continuation insurance, critical illness and long-term care insurance and insurance for estate planning).
Legacy Planning
- Assess current and potential estate value
- Determine obligations (debts, dependants, taxes and probate costs)
- Identify estate planning issues and opportunities
- Devise strategies to fund obligations and wishes
Tax Efficiency
- Review current and future tax situations
- Uncover opportunities to save taxes or defer taxation
- Develop strategies to cover future tax liabilities
Business Financial Services
- Access to Commercial Banking Specialists
- Business investment management
- Succession planning and business transfer assistance
Philanthropy
- Establish a donor advised fund or private foundation.