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Ken Dong
Winnie Koch

Tel: 604-453-5994
Toll Free: 1866-241-3696
Fax: 604-453-5996

Address
885 West Georgia Street
18th Floor
Vancouver, BC
V6C 3E8
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Services


To help you accumulate, manage, and preserve personal wealth. BMO Nesbitt Burns provdes a full range of wealth management services. With our in-house specialists and access to the expert resources within BMO Financial Group, we have the services and resources you need to reach your financial goals in:
 
  1. Financial Planning
  2. Investment Planning
  3. Credit and Banking Strategies
  4. Retirement Planning
  5. Protecting your Lifestyle
  6. Legacy Planning
  7. Tax Efficiency
  8. Business Financial Services
  9. Philanthropic Giving
 
Financial Planning
  • Goal Setting
  • Cash-flow analysis
  • Net worth assessment
  • Investment planning
  • Retirement planning
  • Income and asset protection
  • Estate planning
  • Tax Efficiency
Investment Planning
  • Establishment of investment objectives
  • Asset allocation strategy development
  • Portfolio design and security selection
  • Selection and monitoring of investment managers
  • Periodic portfolio reviews and rebalancing
Credit and Banking Strategies
  • Effective credit management - mortgage, line of credit, personal and business loans
  • Cash management
Retirement Planning
  • Identify goals
  • Evaluate expected income
  • Determine additional savings needed
  • At retirement, develop a tax-efficient income strategy
Protecting Your Lifestyle
  • Income continuance planning (life and disability insurance)
  • Develop asset protection strategies (mortage life insurance, business continuation insurance, critical illness and long-term care insurance and insurance for estate planning)
Legacy Planning
  • Assess current and potential estate value
  • Determine obligations (debts, dependants, taxes, and probate costs)
  • Identify estate planning issues and opportunities
  • Devise strategies to fund obligations and wishes
Tax Efficiency
  • Review current and future tax situationbs
  • Uncover opportunities to save taxes or defer taxation
  • Develop strategies to uncover future tax liabilities
Business Financial Services
  • Access to Commercial Banking Specialists
  • Business investment management
  • Succession planning and business transfer assistance
Philanthropic Giving
  • Establish a donor advised fund or private foundation