Important Factors in Investment Planning
A Sound Investing Partnership
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
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.
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
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
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.
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.