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Confidence Comes With A Plan

 

 

Your Personal Plan

At BMO Nesbitt Burns, we understand that the most

effective plan begins long before we look at the

numbers – it starts with a discussion about your values,

your current situation and your aspirations for your

future and your loved ones.  Our discussion will provide

the information needed to prepare your personal

financial plan.

Your financial plan provides you with a comprehensive

assessment of your financial situation and helps you

determine if your existing investment strategy is in line

with your goals.  The plan includes a review of your

current financial position, as well as an analysis of your

investment, retirement and estate planning issues.

Where applicable, disability and education planning

issues are also considered.  Finally, your plan will

recommend action steps and strategies we can

introduce to help you reach your goals.