Investment Advisor
Tel:
613-562-6482
Toll Free:
1800-230-9775
Address
BMO Nesbitt Burns
979 Bank Street, 6th Floor
Ottawa, ON
K1S 5K5
Map
Our Clients
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We offer a personalized approach to wealth planning for successful, wealthy Canadians.
Pre-or Post-Retiree? We can guide you through an effective and holistic planning process in areas such as intergenerational wealth transfer, cash flow, long-term care, retirement and estate planning (including counsel at family meetings to share thoughts, wishes and objectives); establishing/updating wills and powers of attorney; using insurance as a safety net; and appointing an appropriate executor to ensure your benefactors are secured for the future. |