Our Clients

Derrick Dixon
Patrick Graham
Amy Crawford

Tel: 613-267-8211
Fax: 613-267-8266

Address
BMO Nesbitt Burns
67 Brock Street
Kingston, ON
K7L 1R8
Map

BMO Nesbitt Burns
30 Gore Street East
Perth, Ontario
K7H 1H5

Our Clients

We offer a personalized approach to wealth planning for successful, wealthy Canadians.

What’s Your Life Stage?

Pre-or Post-Retiree? We can guide you through an effective and holistic planning process in areas such as intergenerational wealth transfer, cash flow, long-term care, retirement and estate planning (including counsel at family meetings to share thoughts, wishes and objectives); establishing/updating wills and powers of attorney; using insurance as a safety net; and appointing an appropriate executor to ensure your benefactors are secured for the future.

Young Professional? We can work with you on a financial plan that reflects your priorities, ambitions, and long-term financial horizon – counsel around home ownership, debt management, stewardship of family wealth, saving and investing for retirement, and professional referrals to help you build a trusted network.

Business Owner/Entrepreneur? Whether start-up or mature business, we can help align your personal goals and priorities with the income-generating needs you face as an owner, including cash-flow management, preservation of capital, financing, tax and succession planning, etc.

Parent, Guardian or Primary Caregiver? We can assist you in preparing an effective education savings plan that includes calculating the cost of a post-secondary education; creating a savings strategy; determining account types in an RESP; advice on balancing financial priorities; and implementing, and monitoring, your educational plan.

Living with a Disability or Caring for Someone with a Disability? We can address ways to improve your financial well-being through solutions that include potential government benefits and tax credits, and developing a financial plan with decision-making directives and insurance alternatives.