Tel: 519-646-2302
Fax: 519-679-8848
Toll Free: 800-265-4195

Address

BMO Nesbitt Burns
255 Queens Ave.
Suite 1900
London, ON
N6A 5R8
Map

Contact Us

Our Services

Our Services

We offer, in collaboration with specialists from BMO Financial Group and BMO Private Wealth as needed:
 

Wealth Planning 

  • Diversified asset allocation
  • A balanced, customized, comprehensive investment portfolio
  • A full suite of investment options, delivered objectively
  • A broad range of holistic banking services from BMO Financial Group and BMO Private Wealth

Personalized Retirement Planning

  • Customized retirement plan
  • Tax-effective retirement strategies and vehicles, including Registered Retirement Savings Plans (RRSPs)
  • Strategies to help you manage your investments and savings without support from a regular salary, or finance retirement expenses (a new property, new business or travel)

Estate and Insurance Planning 

  • Effective estate and insurance plan
  • Solutions to shield your assets from taxes and probate
  • Planning to bring you peace of mind

Career Transition Planning 

  • Financial planning to help you manage a career change
  • Advice to help you make the best financial choices during transitions
  • Savings and investment strategies to pursue new options
  • Business succession planning