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Wealth Advisory

 

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