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Vice President, Investment Advisor, Portfolio Manager
100 Ouellette Avenue
1399 Grand Marais Blvd.
Have you been named an executor of an estate? If so, that is a big responsibility. Click the link to learn about the tasks and duties of an executor.
Recognizing that trusts can be an important part of your overall estate plan, your BMO Nesbitt Burns Investment Advisor has partnered with BMO Trust Company to provide access to trust planning and services.
Click this link to learn about our Trustee Services.
A good estate plan and Will can help to ensure that your affairs are managed according to your wishes and choosing the right Executor is a critical part of this plan.
Cick the link to learn more about appointing a corporate executor.
Organzing a loved one or close friend's life is not a simple task. Your BMO Nesbitt Burns Investment Advisor has partnered with BMO Trust Company to provide assistance and support to Executors.
Click the link to learn more about support for executors.
Click the link to learn more about using your income tax refund to build your net worth.
Click the link to learn more about Tax Tips for Investors.