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Carlos Casanova

Wealth Advisor

Tel: 905-828-0895
Fax: 905-897-5229
Toll Free: 800-387-9314

Carlos Casanova

Address
50 Burnhamthorpe Road West
Suite 1400
Mississauga, ON
L5B 3C2
Map

Other Locations

2825 Eglinton Avenue West
Mississauga, Ontario
L5M 6J3

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Our Offering

Wealth Management Solutions

 
To help you accumulate, manage and preserve personal wealth, we provide a full range of wealth management services. With our in-house specialists and access to the expert resources within BMO Financial Group, we have the services and resources you need to reach your financial goals.
 
We have all of your wealth management needs covered.
 
Financial Planning
• Goal setting
• Cash-flow analysis
• Net worth assessment
• Investment planning
• Retirement planning
• Income and asset protection
• Estate planning
• Tax efficiency
 
Investment Planning
• Establishment of investment objectives
• Asset allocation strategy development
• Portfolio design and security selection
• Investment management and advice
• Selection and monitoring of investment managers
• Periodic portfolio reviews and rebalancing
 
Credit and Banking Strategies
• Effective credit management – mortgage, line of credit, personal and business loans
• Cash management
 
Retirement Planning
• Identify goals
• Evaluate expected income
• Determine additional savings needed
• At retirement, develop a tax-efficient income strategy
 
Protecting Your Lifestyle
• Income continuance planning (life and disability insurance)
• Develop asset protection strategies (mortgage life insurance, business continuation insurance, critical illness and long-term care insurance and insurance for estate planning)
 
Legacy Planning
• Assess current and potential estate value
• Determine obligations (debts, dependants, taxes and probate costs)
• Identify estate planning issues and opportunities
• Devise strategies to fund obligations and wishes
  
Tax Efficiency
• Review current and future tax situations
• Uncover opportunities to save taxes or defer taxation
• Develop strategies to cover future tax liabilities
 
Business Financial Services
• Access to Commercial Banking Specialists
• Business investment management
• Succession planning and business transfer assistance
 
Philanthropic Giving
• Establish a donor advised fund or private foundation