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BMO Nesbitt Burns
1959, 152 Street
White Rock, BC
|We understand that working in your business is what has provided you with the wealth you have built – we are entrepreneurs too. The challenges you have had to overcome have been great – and the need to have vast knowledge in many facets of your business has contributed to your success.
We appreciate that there are sensitive issues to consider in your corporate structure and the tax advantages that they bring. Further, more personal sensitivities such as transitioning to the next generation, creating liquidity for retirement, managing for the business in the event of a disability, develop a coordinated wealth plan in conjunction with your CPA and legal counsel to drive tax planning opportunities, and equalizing the estate for family members who may not enter the business.
We help you craft a plan that ensure that employs the same penchant for shunning mediocrity that you employed in building your legacy.
Please take a look at some insightful articles published by BMO that highlight some crucial things to consider as a business owner;
Key Considerations for Business Owners Volume 1
Key Considerations for Busniess Owners Volume 2
Comprehensive Wealth Planning
“For entrepreneurs, finances can be complicated and sometimes confusing. Ownership of a business means that my Financial Advisor needs to understand the intricacies of taxes both personally and professionally. An excellent Advisor needs the ability to discuss trade-offs and recommend the best course of action. Christine is not only able to do this, but models various options in a manner so my accountant is able to navigate how the various choices affect my wealth growth. In addition, Christine is the first advisor I have come across who looks to the future of how our economy will evolve and bring this to our approach to investing. As an example of this is my move into dividend based equities paying annual dividends to deliver me retirement income with investments like infrastructure equities and the Internet of Things. Both are industries I know and believe will become our global economies. Development and execution of a clear plan, visually represented with my goal funding is a new and welcome experience. In my opinion Christine is a rarity in the private client world by planning and executing the plan which delivers the rates of return which are reasonable and safe for the current economic times”
Thomas Hough CMC
True North Cosulting & Assoc Inc.
Client since 2018
Testimonial Given January 2019
The opinions expressed above are those of the named client author and are in no way representative of the views of all clients.
Client testimonials do not constitute a guarantee, warranty, or prediction regarding outcome of your investments.