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

Clients

Clients

We are privileged to enjoy deep and lasting relationships with our clients.

We believe that it is through collaborative, professional and honest interactions with a personal touch that such relationships evolve.

 


What is your life stage? 

Pre- or Post-Retiree  
We can guide you through an effective and holistic planning process in areas such as intergenerational wealth transfer, cash flow, long-term care, retirement and estate planning (including counsel at family meetings to share thoughts, wishes and objectives); establishing/updating wills and powers of attorney; using insurance as a safety net; and appointing an appropriate executor to ensure your benefactors are secured for the future.
 
Young Professional  
We can work with you on a financial plan that reflects your priorities, ambitions, and long-term financial horizon – counsel around home ownership, debt management, stewardship of family wealth, saving and investing for retirement, and professional referrals to help you build a trusted network.

Business Owner / Entrepreneur 
Whether start-up or mature business, we can help align your personal goals and priorities with the income-generating needs you face as an owner, including cash-flow management, preservation of capital, financing, tax and succession planning, etc.
 
Parent, Guardian or Primary Caregiver 
We can assist you in preparing an effective education savings plan that includes calculating the cost of a post-secondary education; creating a savings strategy; determining account types in an RESP; advice on balancing financial priorities; and implementing, and monitoring, your educational plan.