Estate & Insurance Advisor
BMO Nesbitt Burns Financial Services Inc.
Tasker, has over 34 years experience in the financial services
industry. In early 2001, he was lured out of retirement by BMO Nesbitt
Burns Financial Services Inc, where, he assumed his current position as
an Estate & Insurance Advisor.
His approach is to listen to
our client’s thoughts on their wants and needs so that he can provide a
comprehensive proposal showing the various choices a client may have to
help them reach their estate and financial planning goals.
Steve has been especially effective in helping individual clients to:
Structure income for maximum tax advantage
Increase spendable retirement income while reducing risk and taxes
Minimize the estate values lost to pay taxes
Simplify the distribution of estate assets to heirs
Develop strategies to minimize exposure to the various matrimonial laws
Build strategies to allow for business succession, tax effectively
Turn taxable corporate assets into future tax free capital for heirs