Tel: 416-590-7609

Address

BMO Nesbitt Burns
4881 Yonge Street
9th Floor, PO Box 37
Toronto, ON
M2N 5X3
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Contact Us

Complete Wealth Planning

To help you accumulate, manage and preserve your wealth, we provide a full range of integrated services. Engaging the expert resources of our BMO Private Wealth specialists when an extra measure of sophistication is needed, we have your wealth management needs covered.
 
Portfolio Management
 
•Establish investment objectives
•Develop asset allocation strategy
•Design portfolio and select securities
•Provide ongoing investment management,       monitoring, reporting and advice




 
Wealth Planning
•Establish goals
•Analyze cash-flow needs
•Assess net worth
•Conduct retirement planning
•Plan your estate
•Provide guidance on managing assets and family     members in more than one jurisdiction
•Income continuance planning (life and disability     insurance)
 
Business Financial Services
 
•Access to Business and/or Commercial Banking         Specialists
•Manage business investments
•Plan a tax-conscious, smooth succession
•Provide business transfer assistance


 
Legacy Planning
 
•Assess current and potential estate value
•Determine obligations (debts,dependent,taxes and    probate costs)
•Identify estate planning issues and opportunities
•Devise strategies to fund obligations and wishes
Tax Efficiency

•Review current and future tax situations
•Uncover opportunities to save taxes or defer taxation
•Develop strategies to cover future tax liabilities




 
Credit & Bank Strategies
 
•Advice on effective credit management – mortgage,    line of credit, personal and business loans
•Manage cash flow needs
•Plan for major purchases
•Provide access to a dedicated Private Banker for       bespoke banking services that save you time and   money