Bilingual Investment Advisor
BMO Nesbitt Burns
1 First Canadian Place
Between growing and protecting your wealth for retirement and safeguarding it for future generations, there’s a lot at stake when it comes to preserving the assets you’ve accumulated so far. I can help you maximize your wealth for all of life’s important moments by creating a personalized wealth management plan.
HOW I HELP
Working closely with you and my team of BMO experts, I can provide solutions and advice to help you maximize the value of your assets, and further benefit from the wealth you have accumulated so far.
|I provide clear guidance on risk
When you’re protecting and preserving your wealth, the level of risk you take must be carefully considered. I will provide advice on how much risk makes sense for you, and when.
|I can add security to your portfolio
I can recommend investment solutions, offering peace of mind that your assets will be preserved for in the future.
|I can help minimize your taxes
A critical component to preserving your wealth is reducing your tax liability. I can provide guidance on ways to minimize your taxes and maximize your tax-savings opportunities.
In colloboration with my BMO team of experts , I offer a range of solutions and services to help you preserve your wealth for your future – and future generations.
Building and managing an investment portfolio requires careful planning, ongoing attention and sound financial expertise – combined with an intimate understanding of your goals, risk tolerance and time horizon.
I can help you create a plan for your wealth that works hard to help you achieve your goals at every stage of your life.
TAX PLANNING ESTATE PLANNING INSURANCE PLANNING
Whether you’re focused on growing your investments in a tax efficient way, leaving a legacy to your heirs, or have concerns about adequate insurance coverage, I will collaborate closely with BMO Estate and Insurance Advisors (Financial Security Advisors in Quebec) and Tax specialists where appropriate to help with all of your estate and insurance needs.
To schedule a private consultation, click here.
To learn more about how to transition your wealth, click here.