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.