Senior Investment Advisor & Senior Wealth Advisor
BMO Nesbitt Burns
331 Water Street
St. John's, NL
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It’s not a time to Retire. It’s a time to Regenerate.
Retirement is being redefined. It’s no longer about surrendering to a slower, more leisurely lifestyle. It’s a new phase, a chance to make discovery, creativity and exploration a matter of choice. Not an exception to the rule. Be prepared to meet these new realities with new thinking and new conversations. Regeneration is just that: a fresh way of exploring how to plan and think about retirement.
Why use a BMO Nesbitt Burns Investment Advisor?
As one of Canada's leading full-service investment firms, BMO Nesbitt Burns, now part of BMO Private Wealth, serves the investment needs of individual, corporate, government and institutional clients. BMO Nesbitt Burns Investment Advisors draw on the firm's investment research and broad range of products and services designed to meet the specific investment objectives of individual clients. BMO Nesbitt Burns Investment Advisors provide their clients with timely advice, high-quality service and one of the broadest selections of products in the business. In addition to the traditional equities, fixed income securities and mutual funds, BMO Nesbitt Burns has developed an extensive and growing line of proprietary products.
Canadian Equities/U.S. Equities
For investors with a long-term outlook, equities have historically outperformed other classes of securities. Drawing on the expertise of BMO Nesbitt Burns Research Department, we will recommend a well-diversified portfolio of Canadian and/or U.S. equities to help meet each client's needs for capital growth.
In order to achieve your retirement goals, you need to have a plan. Whether you are focused on the investment component of your retirement plan or want to know more about how to maximize family resources, there are simple, very effective methods to reduce and defer tax on investments, split income, enhance after-tax growth of wealth, and preserve accumulated capital. Through a comprehensive review and the use of the BMO Nesbitt Burns sophisticated planning software, you can have a clear picture of what can be done starting today to help you attain your retirement goals.
BMO Nesbitt Burns BluePrint Program®
The BMO Nesbitt Burns BluePrint Program offers you the opportunity to participate in one or more of seven model portfolios, each actively managed based on the recommendations of the BMO Nesbitt Burns Research team. Plus, as a fee-based account, there are no trading commissions.
BMO Nesbitt Burns Meridian Program®
The key to ensuring better and more timely investment decisions is understanding your circumstances, objectives, preferences, and risk tolerance before recommending personalized strategies or individual securities. With the BMO Nesbitt Burns Meridian Program, the process of getting to know you and your preferences is now even easier. With the Meridian Program, you receive the benefits of full-service advisory support from me along with the convenience and flexibility of Internet access for one all-inclusive fee based on assets under administration.
Estate planning can play a crucial role in ensuring that you have greater control of your assets during your lifetime. It can also help maximize and preserve assets from unnecessary legal and tax costs, enhance provisions for your family and future generations, and ensure that your assets will be distributed according to your wishes. I, along with an Estate and Insurance Advisor, can review your present situation, establish your objectives and concerns, identify potential problems or risks, examine and calculate tax consequences, develop and implement strategies, co-ordinate with other advisors and monitor and update your plan as needed.