As our client, we are committed to providing you and your family with the following services:
A Financial Plan That is Relevant to You
We believe that a solid financial plan is the cornerstone to your investment success. Whether you are in the accumulation or decumulation phase of your life, we begin with a base plan and build from there as your financial circumstances change and evolve.
A comprehensive financial plan addresses risk management, estate and tax planning, retirement cashflow, insurance needs, corporate and trust structures.
An Investment Solution That is Right for You
Using a combination of our Best-In-Class managed account programs and traditional investment accounts, we will deliver a customized portfolio strategy that gives you financial piece of mind.
BMO Nesbitt Burns partners with the world's leading investment managers so we are able to bring you an unbiased, brand agnostic investment solution.
We will maintain regular contact with you in your preferred form of communication. This includes timely market updates and face to face portfolio and performance reviews.
Our team takes pride in our accessibility and prompt responses to your inquiries. We are your first point of contact for all financial matters.
All of our review meetings include a discussion about investment performance so that you are always informed of how your investments are growing.
We Will Be Fully Transparent
We will provide you with all costs and fees associated with your plan up front. There are no imbedded fees or hidden charges in our services.
Quality Advice You Can Trust
We understand that quality discussions about you and your life goals are important. We have deeper conversations because it's not just about the money; it's about you, your purpose, your family, your goals, and your legacy.