Comprehensive wealth management

With more than 30 years of helping high-net-worth individuals, families, and business owners navigate their financial future, we understand that managing wealth is about more than investment management.

From tax, retirement, and estate planning to insurance optimization and strategies for intergenerational wealth transfers, our services are designed to support every aspect of your financial present and future.

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Portfolio management

Protect your wealth with a disciplined approach to portfolio management that favours balanced growth over speculation and measured risk management over quick returns.

  • Committed to equities over the long term
  • Diversified portfolios tailored to your unique goals and risk tolerance

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Discretionary services

Life is busy, and not everyone has the time to actively participate in managing a portfolio. A BMO Nesbitt Burns Managed Portfolio Account® gives you the freedom to focus on your personal and professional responsibilities, while we actively monitor and manage your accounts.

  • Investment strategies tailored to your priorities and risk tolerance
  • Proactive portfolio monitoring and management
  • Ongoing communication through changing market conditions

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Tax, trust and estate planning

Our tax and estate planning services are designed to preserve wealth by mitigating your exposure to tax, while providing clarity around transitional financial decisions.

  • Tax-efficient wealth preservation strategies
  • Estate and intergenerational wealth planning
  • Access to trusted tax, insurance, and estate planning specialists

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Integrated banking resources

Thanks to our location inside a branch in the Beaches, Byrne Major Wealth Management clients enjoy easy access to a wide range of banking services and partners.

  • Business and commercial banking
  • Mortgages and loans
  • Credit products

 

A proud part of the Nesbitt Burns network

As part of the BMO Nesbitt Burns network, Byrne Major Wealth Management combines personalized financial guidance with access to the resources, research, and expertise of one of Canada’s leading wealth management organizations.

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