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Jeff Horne
Laura Murray
Cameron Wood

Address
800 Manulife Place
10180 - 101 Street
Edmonton, AB
T5J 3S4
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Managed Assets Programs

Managed Assets programs offer a better way to manage the complexity and overwhelming choice that comes with investing. They offer you professional money management principles and stringent portfolio monitoring. With BMO Nesbitt Burns Managed Assets program, you and I work to develop your overall strategy and then leave the day-to-day implementation of the strategy to expert portfolio managers.

Retirement Planning

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, effective methods to reduce and defer tax on investments, split income, enhance after-tax growth of wealth, and preserve accumulated capital. A comprehensive review using the BMO Nesbitt Burns sophisticated planning software can give you a clear picture of your current situation and the options available for reaching your retirement goals.