BMO Nesbitt Burns
55 Water Street West
Our cost model incorporates one flat cost that includes all wealth management services provided.
The cost is based on 2 factors:
1) Size of your portfolio
2) Portfolio asset mix
Our cost is tax deductible in taxable accounts and is clearly disclosed to you on your monthly statements. We have included the services below that are covered by our cost model. For more information, or a quote for your portfolio, please contact John directly.
Tax & Estate Planning
Personal Retirement and Corporate Financial Planning
Business Succession and Transition Planning
Preferred Canada/U.S. exchange rate on purchase and sale