Managing Your Wealth

This is a helpful resource summarizing important tax, retirement and estate planning information.

We’re truly living in a digital world where, increasingly, routine tasks are conducted online and important information is stored digitally. Digital assets include, but are not limited to, online accounts (e.g., social media, email, eCommerce, banking and investment), loyalty programs, cloud storage, domain names, and website content. Until recently, the idea of leaving a digital inheritance wasn’t generally a consideration for most people, but not anymore. In fact, it’s become a necessity when preparing your estate plan.

At BMO Nesbitt Burns we can help you determine the best way to finance your child’s education and work with you to develop a savings program that helps meet your educational savings goals.

Executor's Task List

You’ve worked hard to build your family’s wealth; that’s why protecting it is a key priority to ensure you are prepared to meet your current and future wealth management goals and commitments. This article discusses several considerations that can help to safeguard and enhance your wealth.