BMO Nesbitt Burns
595 Burrard Street
On an ongoing basis, you will receive comprehensive information from us to keep you informed and up to date with your portfolio and wealth plan. We are equipped with a committed, experienced and client focused team to ensure your needs are being met quickly and efficiently.
What you can expect from us:
- Pro-active meetings conducted quarterly, semi-annually, or annually, preferably face-to-face but also remotely using current technology. We set the meetings with you based on your preference.
- We provide ongoing advice and co-ordinate the "financial ecosystem.” We want to ensure you are comfortable.
Our meetings include:
1. Providing a Financial Vision document that clarifies your financial goals.
2. Providing a Client Engagement Roadmap that crystallizes expectations.
3. Providing comprehensive Wealth Management solutions.
4. Leveraging a sophisticated investment process to optimize risk/return balance.
5. Delivering quick and efficient services as a team.