Our Process

How do we develop your plan?

Achieving your financial goals takes careful planning, consideration, and execution. This process enables you to clarify your priorities so you can focus on achieving your objectives. To attain your goals, you need to know where you are today, where you want to go, how you are going to get there and what you are prepared to do to make sure you reach them.

BMO Nesbitt Burns Advisors use a state-of-the-art financial planning tool to help you achieve your financial goals. Whether your situation is simple or more complex, this tool provides the analytical engine to create a customized financial plan. Best of all, the plan is easy to understand.

Some of the unique features include:


  • The full financial spectrum (investment, tax, estate, education, insurance and more) to develop a truly integrated plan.

  • The ability to view side-by-side comparisons of potential strategies to give you a clearer picture of your options.

Most of all, this tool allows our team to ensure that you receive a realistic and understandable view of your goals, and most importantly, the options of how to get you to where to want to go.


What are your financial goals? Tell us about your vision and your ambitions.

Explore our general plans and learn how our personalized approach caters to you.

We will help you compare your options and communicate each of its attributes.

Determine which plan best suits your current and future circumstances.

Initiate your wealth plan and officially enroll in our services.

We will provide a final review where we present your desired plan. If required, we will also make any plan adjustments.