BMO Nesbitt Burns
Eighth Avenue Place, East Tower
525 8th Avenue SW
WE INSPIRE YOU TO DEVELOP STRATEGIES THAT HELP YOU ACHIEVE YOUR FINANCIAL DREAMS
What our team offers our clients:
Clients dealing with the Playfair Wealth Advisory Team are inspired to reach for their financial dreams. We provide a welcoming environment that leaves you feeling comfortable and at ease. You receive peace of mind by working with one of the most experienced goals-based wealth advisory teams in Calgary. Our clients appreciate that we understand the interconnection between what they want in life and how this relates to their wealth.
We get results through our disciplined approach:
We start at a different place from the typical advisor – we focus on you and your goals, before discussing investment strategies. We work with you in a different way by focusing on our 3-P’s.
Planning & Advice
It all starts with a plan. We follow a goals-based process to guide you on a path to achieving your financial future. To enhance this process, we provide you with the following:
• Financial Vision Document – a visual and written summary of your financial goals and aspirations
• Personalized Roadmap – a tool to direct our focus on the topics that are most important to you, and track your progress.
Fee-based portfolios are tailored to each unique goal — whether they are for retirement income, saving for your children’s education, tax minimization, etc.
Our team approach insures that someone is always available to answer questions, provide information and process transactions. We commit to contacting you regularly and meeting on a quarterly basis.