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Wealth Management Solutions
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Home
Our Team
Our Process
Wealth Management Solutions
Our Clients
Publications
Contact Us
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Home
Our Team
Our Process
Wealth Management Solutions
Our Clients
Publications
Contact Us
Wealth Management Solutions
Financial Planning
Goal setting
Cash-flow analysis
Net worth assessment
Investment planning
Retirement planning
Income and asset protection
Estate planning
Tax efficiency
Legacy Planning
Assess current and potential estate value
Determine obligations (debts, dependents, taxes and probate costs)
Identify estate planning issues and opportunities
Devise strategies to fund obligations and wishes
Philanthropic Giving
Establish a donor advised fund through the BMO Nesbitt Burns Charitable Giving Program
Protecting Your Lifestyle
Income continuance planning (life and disability insurance)
Develop asset protection strategies (mortgage life insurance, business continuation insurance, critical illness and long-term care insurance and insurance for estate planning).
Tax Efficiency
Review current and future tax situations
Uncover opportunities to save taxes or defer taxation
Develop strategies to cover future tax liabilities
Retirement Planning
Identify goals
Evaluate expected income
Determine additional savings needed
At retirement, develop a tax-efficient income
Investment Planning
Establishment of investment objectives
Asset allocation strategy development
Portfolio design and security selection
Investment management and advice
Selection and monitoring of investment managers
Periodic portfolio reviews and rebalancing
Business Financial Services
Access to Commercial Banking Specialists
Business investment management
Succession planning and business transfer assistance
Credit and Banking Strategies
Effective credit management – mortgage, line of credit, personal and business loans
Cash management