Tel: 604-514-1925
Fax: 604-514-1927
Address
1959, 152 Street
Suite 270
White Rock, BC
V4A 9E3
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Financial Planning
Achieving your financial goals takes careful planning, consideration and execution. This process enables you to clarify your priorities so you can focus on achieving your objectives.To attain your goals, you need to know where you are today, where you want to go, how you are going to get there and what you are prepared to do to make sure you reach them.
BMO Nesbitt Burns Advisors use a state-of-the-art financial planning tool to help you achieve your financial goals. Whether your situation is simple or more complex, this tool provides the analytical engine to create a customized financial plan. Best of all, the plan is easy to understand.
Some of the unique features include:
- The full financial spectrum (investment, tax, estate, education, insurance and more) to develop a truly integrated plan.
- The ability to view side-by-side comparisons of potential strategies to give you a clearer picture of your options.
