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Grant Gingrich
Sonia Mamone
Piero Mazza
Frank Lapierre

Address
429 Elizabeth Street
Burlington, ON
L7R 2L8
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Important Factors in Investment Planning

A Sound Investing Partnership

Many financial activities in life concern us all; adequate income for retirement, minimizing taxes, preservation and growth of capital. Our team of investment professionals will help you identify your financial objectives, while reflecting your unique requirements: income and security, tax considerations, your current portfolio, past investment experience, and your comfort with risk. In this increasingly complex marketplace there are many advantages to working with our team of investment professionals.

Investment Advice

We offer a traditional brokerage account with standard commissions; the BMO Nesbitt Burns Meridian™ account, whose all inclusive fee allows clients to see the benefits of working with our team along with the option of online trading; the BMO Nesbitt Burns Architect Program™, Quadrant® and BluePrint™ programs, which offer you access to some of the top money managers in the US, Canada, and around the world.

Retirement Planning

Working with the BMO Nesbitt Burns sophisticated planning software, we are able to provide our clients with a customized, easy to understand road map to achieving their retirement income goals. While no one can predict the future, this program can help to make it clearer, allowing you to evaluate the impact of inflation and taxes on your retirement income, or how much money you will need to save to reach your retirement goals. Most importantly you will have information necessary today to allow you to chart your course to financial success.

Estate & Insurance Planning

Estate Planning is a basic component of any thorough financial plan. We work with our in-house Estate & Insurance Advisor, Jeff Fray, to combine expertise in estates, insurance and tax planning with our high quality investment advice. Together this brings a strategic capability to the estate planning process. We can also assist in a variety of related areas including estate preservation, charitable giving and small-business succession and planning.

Resources our partnership brings to you

As a full service investment firm, information and advice are value-added benefits of your investing partnership. With a top ranked Research Department and a team of product specialists you are assured that we will help provide you with high quality investment recommendations that are essential to the growth and security of your capital.

BMO Nesbitt Burns also employs a state of the art client information system. This enables us to quickly assess relevant details on your securities holdings, accurately measure the performance of your portfolio, and communicate effectively with you. Whether answering your question, analyzing your portfolio's return or providing you with a transaction history; all the information we need to give you, the peronalized service you deserve is at our fingertips.