Portfolio Management SolutionsFee-based Solutions
for clients who wish to actively participate in the decisions involving
their investments. We will customize an investment portfolio to help
you achieve your goals, choosing from a wide variety of traditional
investment options, including Canadian and U.S. equities and equity
derivatives, new issues, fixed income products and investment funds.
Managed Asset Programs
for clients who want to delegate the day-to-day investment decision
making and ongoing monitoring of the markets to the industry experts.
will work with you to create an ideal portfolio to help you meet your
investment goals. Together, with a team of industry experts we provide
rigorous, ongoing oversight and portfolio management to ensure your
investments are in line with your objectives and remain focused on your
Estate Planning Your
estate plan forms a key component of your overall strategy. We will
help identify planning opportunities and issues, and if required,
introduce experts to advise you on strategies that suit your
Trusts & Executor Services With the assistance of BMO Trust Company, we are able to offer you the following trust services:
- the unique protection and tax-savings potential of trusts
- will reviews and will direction as part of your overall comprehensive plan
- executor services to help ease the burden of administering an estate.
preservation is an important component of a comprehensive plan. In
partnership with our Estate and Insurance Advisors, we can recommend
insurance solutions that will complement your overall wealth strategy
and provide greater sense of assurance.
Cash ManagementWe offer several options that provide you with customized and innovative cash management solutions.
Nesbitt Burns cash management accounts provide you with instant access
to the cash held in your investment account through ABMs, cheques and
telephone and online banking. As well you have access to a line of
credit based on the margin available in your investment account.
Harris Platinum Banking is designed to simplify your most complex
banking requirements and provide you with the best banking service
possible. Platinum Banking will meet your sophisticated personal and
professional banking needs by providing you with a customized mix of
Philanthropy & Planned GivingStrategic philanthropy and charitable giving are extensions of your personal beliefs and convictions.
We can help you achieve your philanthropic objectives through a variety of tax-efficient planned giving strategies.
Lending Services Whether you’re looking to secure a mortgage, personal loan or line of
credit – or if you require more specialized lending services to fulfill
and optimize your wealth management strategy – we will work with you to
access the expertise of a BMO Bank of Montreal lending specialist.
IT WOULD BE OUR PLEASURE TO FURTHER EXPLAIN
OUR PERSONAL APPROACH IN A PRIVATE CONSULTATION
« Strategies tailored to your needs. »