Who We Are
We are a tight-knit team within BMO Nesbitt Burns serving a deliberately small number of families in Canada and the US. At the core we are family driven. We understand the enormous time demands that today's society places on each of us. Hence, we understand the need to find a trusted financial advisory relationship to organize and manage all aspects of wealth management.
Our clients simply don't have the time, knowledge, interest or headspace (sometimes a combination of all four) to coordinate and consistently implement a cohesive strategy across financial disciplines (financial planning, estate planning, tax planning, insurance, investments and banking). We take the wheel and drive this process so that our clients can conduct their daily lives without financial stress.
We're fond of saying that clients tend to seek us out when they satisfy two conditions. First, there must be a level of complexity in their financial world. Second, and more importantly, they need to be motivated to do something about it. We find that while many potential clients satisfy the first condition, a much smaller subset satisfies both.
A Fresh Perspective
Life is full of events that force us to close one chapter and start another. At these times people often take a step back and look at their world from a big picture perspective. It’s during these life transitions that people usually find the motivation to seek a new advisory relationship. If you’ve found that motivation, however it arrived, we’d be happy to chat.
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