Senior Investment Advisor
BMO Nesbitt Burns
Wealth Planning With Distinction
Achieving your vision through an elevated experience
As a part of BMO Private Wealth, our team will collaborate with an experienced team of BMO specialists to offer you a deep pool of services and resources.
These BMO professionals add tremendous expertise, and we will oversee the entire process and integrate their advice and services in context of your unique goals and needs. This saves you time and streamlines your wealth experience.
Our team will prepare a complete and customized financial WealthPlan – a roadmap uniquely designed for your life and business that includes retirement and estate planning, tax minimization strategies, and tools to help you address major life events. It will include strategies to address upcoming purchases, life and disability insurance, tax minimization, and trusts to manage complex family dynamics. In addition, we can introduce you to Wealth Planners who specialize in bringing affluent families an extra measure of sophistication when developing a comprehensive wealth plan to achieve their financial goals.
The right advice on tax considerations could impact your wealth plan and financial decisions. Experienced BMO Private Banking tax professionals can help us integrate their tax knowledge with your overall wealth plan. Working with your existing advisors, they can provide customized tax strategies and keep you up to date on the latest tax regulations.
Trust & estate services
We can guide you through the big decisions that touch multiple generations for long-lasting impact, ensure a smooth and orderly transition to your heirs through effective trust and estate administration, and offer a complete range of trust and estate services through BMO Trust Company, which can provide compassionate guidance, proven skills and experience in delivering:
- Attorney for Property, Executor, Trustee, or Court Appointed Representative services
- Agent services to assist with tax compliance issues
- Estate litigation representation
- Living, Family and Testamentary Trusts services
- Escrow agent services in M&A deals, with the ability to grow escrow funds while in custody
- enCircle concierge services to fully manage a client’s personal and financial responsibilities (e.g., aging parents, bill payments, investment management, consolidated statements)
Through a strategic, process-driven approach, we help clients with complex family needs to translate important personal values into a philanthropic investment in an organization or cause that resonates with their beliefs to make a measurable impact. From planning tangible outcomes through to execution, our goal is to help your family to leave a lasting legacy in the community and foster an ongoing understanding of true wealth stewardship. Collaborating with BMO Trust Company, we:
- Assist your family with both giving and tax efficiency by diving deeper to be more strategic, integrate philanthropic strategies into your estate plan
- Enrich and nurture knowledge of charitable sector
- Conduct effective research based on your aspirations
- Help select philanthropic investments geared to make an impact
- Establish clear results and benchmarks for giving strategies
- Ensure personal wealth goals are shared throughout generations
- Involve your entire family in charitable goal-setting
We can manage or assist with all related tasks, including Canada Revenue Agency charity returns, meeting preparations, recipient charities and tax compliance issues.
BMO Charitable Giving Program
This is a flexible and cost-efficient option that helps your family to maximize tax benefits.
- Comprehensive and personalized banking services through a dedicated Private Banker.
- Customized solutions tailored for your unique banking and borrowing needs:
- Lines of credit, mortgages and other personal financing solutions that allow you to access the funds you need to reach your immediate and long-term goals while also earning great rates.
- Financing through personal holding companies, life insurance, monetizing investment holdings to free up cash, and fulfill other complex personal borrowing requirements.
- Managing deposits and other services:
- Competitive deposit and investment products as well as services that provide you with easy access to your money.
- Whether you are looking for the latest in mobile apps to access your money, or you’re spending time and own property in the U.S., your Private Banker can help.