The Wealth Management Consulting Group
Wealth Management Consulting is a national group of highly accredited professional Lawyers, Accountants, and CERTIFIED FINANCIAL PLANNER® providing optimized wealth planning (retirement, financial, tax, estate, cross-border, philanthropic and business succession planning) support to BMO Nesbitt Burns Investment Advisors, in addressing their clients’ financial situation.
The Wealth Management Consulting Philosophy
The BMO Nesbitt Burns Wealth Management Consulting Group partners with your BMO Nesbitt Burns Investment Advisor and follows a multi-disciplinary, optimized wealth planning process to address all aspects of your wealth. We begin with an in depth discovery conversation that aligns your current wealth, your goals and your obligations. Our strategic wealth management approach ensures that a customized solution is designed and applied through a disciplined process, to take you through all the financial stages of your life. Our goal is to focus on all aspects of your wealth management plan to ensure it is sound and meets the objectives for you and your family.
How we Help
We can help you create a plan for your wealth that works hard to help you achieve your goals at every stage of your life. You begin by meeting with our CERTIFIED FINANCIAL PLANNER® who will complete an in-depth discovery meeting to collect details of your unique situation, discussing topics such as personal and perhaps corporate financials, education planning, estate planning, trust planning and tax planning. When preparing your plan we often work directly with your other advisors such as your Accountant and Lawyer to develop and implement strategies. We then provide you with an actionable list of next steps and we continue to review and monitor your progress and update your plan as your implement these strategies or as your situtation changes.
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