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


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

Contact Us

Financial Planning

Our sophisticated planning software makes it easy to follow the financial planning process. Working through this program, we can develop a systematic plan designed specifically for you. Your plan will have clearly defined goals, achievable steps and appropriate benchmarks. Note that purchase of financial products comes late in the process and investment vehicles will only be chosen if they can contribute to your goals.

Your next step

If you’d like to start working towards your financial goals with a properly designed financial plan, please contact Ben directly by email at or by phone at (705) 949-0588 or toll free at 1-800-303-3261. Remember, the earlier we begin the process, the easier it will be to achieve your goals.