Tel: 705-949-1124
Tel: 705-949-0588
Fax: 705-949-8081
Toll Free: 800-303-3261

Address

BMO Nesbitt Burns
390 Bay Street
Elgin Tower, 5th Floor
Sault Ste. Marie, ON
P6A 1X2
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Contact Us

Financial Planning



Financial planning is an ongoing process that includes:
  • Clarifying your goals
  • Identifying hurdles and exploring your options
  • Evaluating the recommendations presented in your plan
  • Deciding on the solutions and strategies that best meet your needs and goals
  • Implementing your plan
  • Reviewing your plan on a regular basis