Fax: 416-590-7601
Toll Free: 1 800-567-2626
Tel: 416-590-7620


BMO Nesbitt Burns
4881 Yonge Street
9th Floor, PO Box 37
Toronto, ON
M2N 5X3

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Planning Services

Retirement Planning

In order to achieve your retirement goals, you need to have a plan. Whether you are focused on the investment component of your retirement plan or want to know more about how to maximize family resources, there are simple, effective methods to reduce and defer tax on investments, split income, enhance after-tax growth of wealth, and preserve accumulated capital.

A comprehensive review using the BMO Nesbitt Burns sophisticated planning software program can give you a clear picture of your current situation and the options available for reaching your retirement goals.

Estate Planning

Estate planning is a basic component of any well-developed financial plan, much like the development of a properly structured investment portfolio. When it comes to wealth management it often takes a team of specialists to ensure that all of your interests are taken into consideration.

I am able to refer you to an Estate & Insurance Advisor (in Quebec, Financial Security Advisor) from BMO Estate Insurance Advisory Services. You may also be referred to one of our Estate & Will Planning Consultants. Together we will co-ordinate the creation of your estate plan.

When necessary, we will work in partnership with your own advisors such as lawyers and accountants.

Estate Administration

BMO Trust Company offers a complete range of Estate Administration services. Settling an estate involves a considerable amount of work. You can take advantage of BMO Trust Company’s expertise in Estate Administration and relieve the burden on your family by appointing BMO Trust Company to act as one of your executors.

Our team of experts is experienced in estate and trust accounting, taxation and administration. We ensure that estates are administered prudently, efficiently, impartially and with the highest level of confidentiality.

If you have been named executor and are finding the duties of your executorship to be a burden, our Agent for Executor service provides the assistance you may need. We can perform as many or as few of your administrative duties as executor as you wish, and can craft a unique service tailored to meet your needs.

As a Corporate Executor, BMO Harris Private banking provides the expertise necessary for administering an estate in a timely, orderly and efficient manner, including acting as executor of a Will and as trustee for any trusts set up under it, and acting as a trustee for lifetime or inter vivos trusts.

Please contact me for more information on how BMO Trust Company can assist with estate administration.

1Insurance services and products are offered through BMO Estate Insurance Advisory Services Inc., a wholly-owned subsidiary of BMO Nesbitt Burns Inc.