A Comprehensive Approach
Managing your wealth is not simply a financial exercise – it requires an appreciation of your unique needs and an in-depth understanding of your goals, dreams, values and how these affect your family.
At BMO Nesbitt Burns, we understand that the most effective wealth management plan starts long before we look at numbers – it starts with a discussion about you. We are committed to ensuring that clients with comprehensive wealth management needs, work with acknowledged experts in investing and wealth solutions.
Glenn will assemble and manage an extended team of experts on your behalf, which could include accountants, lawyers, insurance professionals and tax and estate specialists to gain a total perspective on your wealth management needs. As your needs evolve or changes in your situation occur, he will identify opportunities and recommend solutions so you remain on track to achieve your goals.
At BMO Nesbitt Burns, we firmly believe that wealth is a family affair. In order to attain your family’s goals it is important to know where you are today, where you want to go, how you are going to get there and what you are prepared to do to make sure you reach your goals. Many planning decisions will have a major impact on you and your family members.
Glenn will work with you to answer these important questions, establish your expectations and fit all pieces of the puzzle together to formulate your wealth management plan.