Eric Bower

Senior Investment Advisor

Address

BMO Nesbitt Burns
2103-11th Ave.
Suite 1171
Regina, SK
S4P 3Z8

Contact Me

Our Financial Process

Our Process


We create a customized financial plan as a roadmap to achieve financial goals such as:
  • Saving for retirement
  • Providing for post-secondary education
  • Ensuring your family’s financial security
  • Building wealth
  • Minimizing taxes
  • Leaving a tax-efficient estate for your heirs
To build your plan, we follow six key steps in the financial planning process:
  1. Clarify your current financial position
  2. Identify measurable goals and objectives
  3. Identify financial barriers or issues
  4. Provide alternative solutions to create a strategy
  5. Implement the strategy
  6. Periodically review and adjust the plan
Let’s get started 
To start working towards your financial goals with a properly designed financial plan, contact Eric at eric.bower@nbpcd.com or Kristin Mackay at kristin.mackay@nbpcd.com. Remember, the earlier we can begin the process, the easier it will be to achieve your goals.