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Felice Bontempo
Catherine Tonon

Tel: 905-681-7151
Toll Free: 1800-403-8147
Fax: 905-681-2953

Address
429 Elizabeth Street
Burlington, ON
L7R 2L8
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Our Client Focus

Retirees: Maintain your Income and Preserve your Lifestyle, Regardless of the Markets

The time has come to start reaping the benefits of the wealth you've built over a lifetime of hard work and shrewd investing. Many investors are not aware, however, that the strategies used when you're in 'growth mode' can be quite different from those used when you are in 'withdrawal mode'.

We have special expertise in helping retirees, and those who are approaching retirement, structure their portfolios to provide income. Our specific tools include conservative cash flow-producing investments such as bonds, preferred shares, REITs, and dividend-paying common stocks. We also keep an eye on reducing taxes wherever possible.

Risk-averse clients can count on us to keep the preservation of their wealth (and their lifestyle) of paramount importance.

It's a Family Affair

For many, building wealth is initially to provide resources for retirement income. But what lies beyond? Do you plan to leave an inheritance for your children? Or perhaps you want to create a legacy for a charity, or a scholarship fund for your alma mater. We think it's important, wherever possible, to have input and involvement from other family members. We encourage and can help support inter-generational conversations so that the wealth you build today is ultimately used and then transferred to the people and/or institutions that matter most to you.

Total Wealth Planning

As specialized Wealth Advisors we can help with estate planning and estate preservation; retirement planning; net worth assessment and cash management strategies; life, disability, and critical illness insurance; planned giving and legacy-building strategies; education planning for children or grandchildren. We can also provide access to a wealth of internal resources for banking, loans, mortgages, and other financial services through BMO Financial Group.