Our Services

To help you accumulate, manage and preserve personal wealth, BMO Nesbitt Burns provides a full range of wealth management services.


Financial Planning

  • Goal Setting

  • ​Cash-Flow Analysis

  • Net Worth Assessment

  • Investment Planning

  • Retirement Planning

  • Insurance Planning – Income and Asset Protection

  • Estate Planning

  • Tax Efficiency



Banking & Credit Strategies

  • Private Banking

  • Effective credit management – mortgage, line of credit, personal and business loans

  • Cash management services

  • Access to Commercial Banking Specialists


Retirement Planning

  • Identify Goals

  • Evaluate expected income and expense obligations

  • Determine additional savings needed

  • At retirement, develop a tax-efficient income strategy


Investment Planning

  • Establishment of investment objectives

  • Asset allocation strategy including re-balancing

  • Portfolio design and security selection

  • Investment management and advice

  • Selection and monitoring of third-party investment managers

  • Periodic portfolio reviews


Tax Efficiency

  • Review current and future tax situations

  • Uncover opportunities to save taxes or defer taxation

  • Develop strategies to cover future tax liabilities


Insurance Planning – Protecting Your Lifestyle

  • Income continuance strategies (such as annuities, critical illness, long-term care and disability insurance)

  • Asset protection strategies (mortgage life insurance, business continuation insurance, critical illness and long-term care insurance and insurance for estate planning)


Succession & Legacy Planning

  • Business succession planning, financing and valuation services

  • Business transfer assistance

  • Access current and potential estate values

  • Determine obligations (debts, dependents, taxes and probate costs)

  • Identify estate planning issues and opportunities

  • Devise strategies to fund obligations and wishes



  • Charitable Donations

  • Planning giving strategy

  • Donor-advised funds or private foundation