BMO Nesbitt Burns
1400-1675 Grafton St
How We Help
Our role as your Wealth Advisors is so much more than your portfolio:
Working with us will keep you from these five common missteps which can
side-track you from your secure future:
Not having/updating a plan- It has been said that people spend more time planning a vacation than they do their retirement. Which is more important?
Confusing market volatility with risk- It is certain that your portfolio will go up and down with market moves, the real risk is not having the appropriate purchasing power for your goals. And that rests on more than how the market performs.
Too many cooks in the kitchen- When your investments are held with many people (or institutions), there can never be one cohesive plan. And often different assets will be at cross-purposes impacting your success.
Keeping too many of your eggs in one basket- diversification is one of your most powerful tools.
Not asking for help when needed- We can draw upon the full depth and breadth of MO Financial Group as a resource. Our lawyers, accountants and other specialists can help with tax efficiency, estate planning, planned giving, insurance, trusts and wills.
“Price is what you pay. Value is what you get”- Warren Buffet