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Vice President, Investment Advisor, Portfolio Manager
100 Ouellette Avenue
1399 Grand Marais Blvd.
As a BMO Nesbitt Burns client, we can provide access to a dedicated team of Estate & Insurance Advisors of BMO Estate Insurance Advisory Services who are experienced in dealing with situations typical of high net worth clients. Their role is to assess the key risks and opportunities in your personal or corporate financial life and explore solutions that are designed to preserve and enhance the wealth you've created.
Estate & Insurance Advisors specialize in insurance solutions as they relate to estate planning. Insurance can be a flexible, multi-faceted financial vehicle that offers a combination of cost effective financial protection, plus the potential to accelerate the growth of your assets while also preserving them for the next generation.
BMO Estate Insurance Advisory Services is a subsidiary of BMO Nesbitt Burns. As a life insurance agency, BMO Estate Insurance Advisory Services Inc. has agreements with several major insurance carriers in Canada. BMO EIAS provides estate & insurance related services for individual and corporate clients interested in exploring alternative strategies for estate preservation, tax deferral, tax minimization, income replacement and charitable donations.
*Insurance services and products are offered through BMO Estate Insurance Advisory Services Inc., a wholly-owned subsidiary of BMO Nesbitt Burns Inc.