Total Wealth Management
James Cochrane employs a strategy called Total Wealth Management. With this approach, all aspects of your personal financial situation are considered in the creation of a comprehensive plan. This plan integrates all your investment, insurance, tax and estate planning needs. Over the first 2 years, each area of your Financial Health is examined, reviewed and discussed. This ensures you and your family is protected and provided for, no matter what life or the markets throw at you.
In effect, James serves as your personal "Chief Financial Officer.” He will oversee all elements of your wealth management plan and co-ordinate the activities of your existing professional advisors, such as tax accountants and estate lawyers. Depending on your situation, James can also tap into his own network of professional advisors, as well as those available through BMO Nesbitt Burns.
Through James, you have direct access to the expertise and resources of BMO Nesbitt Burns, one of Canada’s leading provider of wealth management services. When you choose to work with James, you are selecting an Investment Advisor who is supported by a vast network of traders, economists, top-ranked research analysts* and leading investment strategists.
BMO Nesbitt Burns has been providing professional advice to investors since the 1800’s.