Your expectations. Exceeded. To be truly successful financially, it’s important to have the right plan in place that meets your evolving needs. That’s why we work with you to set goals, both short and long-term. Get a holistic view of your financial life with BMO Nesbitt Burns 360° Wealth Solutions™. Financial Planning Looking at your complete financial picture, we focus on understanding your individual needs and create a custom financial plan to help you achieve your goals. With access to wealth solutions and services through BMO Nesbitt Burns you can feel confident today and in the future. Investment Management Whether you’re an individual investor or a corporation seeking to choose from a variety of investment options, you’ll find BMO Nesbitt Burns has solutions and services that are right for you. Insurance Planning We understand the role insurance can play when managing for the unexpected. We work with you to ensure you have appropriate financial protection, plus the potential to accelerate the growth of your assets while preserving them for the next generation. Tax Planning We can show you tax-efficient ways to invest, ensuring you keep more of your money. Estate Explore your estate needs and coordinate the development of your plan with us. We help you organize your assets, minimize taxes and pass along your estate in the manner you intend. Philanthropy Create a lasting legacy. At BMO Nesbitt Burns we can help you create a philanthropic strategy and explore giving back to your community or shaping the future by endowing developments in educational, cultural or faith institutions.