We take a consultative approach to working with you and continuously evolve it as your situation changes. Our 5 step process includes:
Understanding your needs includes a detailed discussion on matters such as:
- Organizing your finances
- Providing for future generations
- Dealing with inheritance
- Living a comfortable retirement
- Protecting your estate
We will guide you through a careful planning process to help meet your needs and make your goals a reality. This includes:
- A review of your current financial position
- An analysis of issues that are most important to you
- The setting of priorities and identifying action items
- Involvement of other professionals, if needed
We also have a wide range of wealth advisory services which go beyond investment solutions and address your broader needs.
BMO Nesbitt Burns offers one of the most comprehensive selections of investment products and solutions in Canada, backed by the country’s top investment research*.
You can expect detailed statements of your account, electronic access through Gateway, our online client information centre, and face-to-face reviews on a regular basis.
On an ongoing basis, you will receive comprehensive information from us to keep you informed and up to date.
We will work closely with you to ensure that your investments and finances not only meet your current needs for income, growth and diversification, but also take into account your plans for the future and your family’s long-term security.
Traditional Brokerage and Portfolio Management
For those clients who wish to actively participate in the day-to-day decisions involving their investments, we will customize an investment portfolio to help you achieve your goals. You will be able to choose from a wide variety of "traditional” investment options, including Canadian and US equities and equity derivatives, new issues, fixed income products and investment funds.
Disciplined Investment Style
By taking a disciplined, process-driven approach, we consistently provide you with a high-quality level of service and proactively address all aspects of wealth management, identifying strategies that are specifically right for you.
High Quality Managed Products
For those clients who want to maintain a degree of control over their investments but may not want the added responsibility of making day-to-day investment decisions, a fee based approach can be the right option for you.
The benefits are:
- Investment decisions made by a professional manager
- Institutional Manager Accountability
- Less day-to-day involvement for the client
- Benefit from Manager’s process, expertise, research
- Ongoing manager oversight and monitoring by internal and external experts
- On-line access to investment information
Estate Planning and Insurance Services
Asset preservation is an integral component of any financial plan. This includes:
- Registered Asset Preservation
- Estate Preservation
- Charitable Giving
- Critical Illnes
Regardless of where you are in your life, income is required to support your lifestyle. We can address:
- Disability Income
- Insured Annuity
- Insured Retirement
- Long-term Care