Joëlle Mulombo

Bilingual Investment Advisor

Tel: 416-359-5970
Toll Free: 1800-227-9842

Address

BMO Nesbitt Burns
1 First Canadian Place
40th Floor
Toronto, ON
M5X 1H3
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Contact Us

Transition

Transition 


Throughout your lifetime, your goals and priorities will shift – whether you plan for these changes or not. You can feel confident that your evolving needs will be met, and your wealth managed through life’s key moments.

 

HOW I HELP

Whether you’re focused on your own future or the future of others, working closely with you and my team of BMO experts, I  can ensure your assets are appropriately protected.

I can help you prepare
 
 

I can help you plan for the future and prepare for the unexpected.
I can help transition your business
 
If you’re a business owner, I can provide succession planning strategies that will help you smoothly transition your business when you’re ready to retire—whether you’re planning to sell your business, or pass it on to the next generation.
I can help maximize your impact

If you want to leave a lasting legacy, I can work with you to create a philanthropic strategy that takes into consideration the best timing and process, while maximizing the tax benefits you’re entitled to.
 

MY SERVICES

In collaboration 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.


WEALTH PLANNING

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.


BUSINESS ADVISORY AND SUCCESSION

I can help build a succession plan and facilitate other specialized business retirement strategies.


PHILANTHROPY

I will help you put a philanthropic structure in place to create a lasting legacy that can make a difference in your community.


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To learn more about the value of adviceclick here.