Franco Saracino CIM, MBA

Tel: 450-466-7203

Address

BMO Nesbitt Burns
1501, ave. McGill College
Bureau 3200
Montréal, QC
H3A 3M8
Map

BMO Nesbitt Burns
1850 Panama bur. 400
Brossard, Quebec
J4W 3C6

Contact Me

Financial Planning

Financial Planning


A key determinant to successful investing is owning a mix of assets likely to generate the returns you need while minimizing your exposure to risk. Using recommendations from BMO Nesbitt Burns’ Research Department, we work closely with our clients to determine the appropriate mix for them, and then monitor their situation to ensure it remains appropriate.



A Full Spectrum of Advice
  
Wealth Management
Holistic, unbiased stewardship of your complete financial picture (financial, tax and estate planning; retirement and educational savings; insurance; philanthropy, etc.)

Risk Management
Identification, measurement and mitigation of investment risks, according to your risk tolerance parameters, to best preserve – and grow – capital

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. Through a comprehensive review and the use of our sophisticated planning software, you can have a clear picture of what can be done starting today to help you attain your retirement goals.

Estate and Insurance Planning
To make sound decisions about estate & insurance planning, you need reliable information and access to a wide range of products and services. An Estate & Insurance Advisor from BMO Nesbitt Burns Financial Services is a member of my team and is dedicated to providing integrated solutions to my clients’ growing asset preservation and income generation needs. Whether your goal is estate preservation, income replacement, tax minimization or business succession planning, our Estate & Insurance Advisors can provide you with the insurance solutions best suited to complement your wealth management strategy.


Tax Planning 
To ensure your financial plan is efficient, and your tax liability minimized

Education Savings
Conversations about alternative options to saving and investing, like TFSAs, life insurance – and non-registered, trust or corporate business accounts

Referrals
Professional services alliances, designed to connect you with a network of independent experts, including accountants, lawyers, lenders, and insurance experts
 
Research 
From industry trends to the specific macro and micro-economics factors that impact your individual financial plan, we keep you informed

Education
Information and resources to help you participate in – and maintain ownership of – your financial future




We are here to help you achieve your financial goals!
Contact us today.