enCircle for BMO Nesbitt Burns
enCircle ® for BMO Nesbitt Burns combines your investments with a suite of integrated concierge services that offer you the peace of mind of knowing that your financial responsibilities and day-to-day affairs are being handled by a trusted professional. As your Wealth Advisor, I can arrange to help you pay your bills and manage your cash flows, co-ordinate the preparation of your tax return, provide you with information on Will and trust planning, travel health insurance, and snowbird services as well as offer access to Lifestyle Services pertaining to home and family, health and fitness, travel, leisure, entertainment, real estate, property management, elder care, in-home care, health care, education, domestic household support and much more.
These options can be customized according to your needs to create a service that fits your lifestyle.
enCircle for BMO Nesbitt Burns allows you to determine how your financial responsibilities and day to day affairs will be managed and then step back from the daily administration.