BMO Bank of Montreal - We're here to help.™

Address

BMO Nesbitt Burns
885 West Georgia Street
18th Floor
Vancouver, BC
V6C 3E8
Map

BMO Nesbitt Burns
595 Burrard St.
Vancouver, BC
V7X 1L7

BMO Nesbitt Burns
2601 Granville St
Vancouver, BC
V6H 3H2

BMO Nesbitt Burns
2104 Lahb Ave
Vancouver, BC
V6L 0C3

BMO Nesbitt Burns
913 Park Royal South
West Vancouver, BC
V7T 1A1

BMO Nesbitt Burns
5640 Cowrie & Wharf
Sechelt, BC
V0N 3A0

BMO Nesbitt Burns
1001 Gibsons Way
Unit 101
Gibsons, BC
V0N 1V8

BMO Nesbitt Burns
38201 Cleveland Ave.
Squamish, BC
V8B 0B1

Contact Us

Strategic Insurance Planning

We work closely with BMO Estate & Insurance Advisors to assess your key risks and opportunities in your personal life and medical career, and point you towards flexible, cost-effective, multi-faceted insurance solutions that can help you preserve and enhance the wealth you’ve created.
 
We can recommend ways to reduce the financial impact of a premature death, disability, or taxes, and increase the financial resources available to you and your heirs through strategies such as:
  • Tax-deferred investments
  • Tax-free dividends
  • Life insurance with tax-free death benefits, and
  • Tax-advantaged annuity incomes.
BMO Estate & Insurance Advisors bring you access to a broad range of insurance products offered by some of the largest and most established insurers in Canada.
 
Insurance as a tax planning tool
 
Insurance can help you to preserve and enhance the value of your estate, minimize taxes, fund health care and support your charitable giving goals. If you have accumulated sufficient RRSPs for retirement and significant investments in a non-registered account and want to minimize your tax burden and eventually transfer them to your children tax-efficiently, we may recommend that you transfer your non-registered assets into a life insurance policy with your children as the beneficiaries. The death benefit will create a tax-free estate for them.