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Felice Bontempo
Cassandra Baylis

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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Wealth Management

Confidence Comes with a Plan

Confidence Comes with a Plan

Whatever your stage in life, you have dreams for the future. The question is how to get there. With so many options for saving and investing, how do you know what steps to take today to reach your goals tomorrow? Feeling confident about the future comes from knowing where you stand now and how to get where you want to be. A customized wealth plan from BMO can put you on the right path.



A key to successful wealth planning

We believe that understanding you and your goals is the key to successful wealth planning. By talking about what really matters to you, together we will identify your needs and build a plan that works for your life.


With you every step of the way

And that's just the beginning. Once your plan is in place, you can trust that BMO Nesbitt Burns will be with you every step of the way. We will help you make changes to achieve your goals, adjust your plan as your situation changes and work with you to ensure you stay on track for success.


What elements should be included in your wealth plan?

  • Retirement Planning

  • Estate Planning

  • Education Planning



We/I can help create your Financial Plan.