BMO Nesbitt Burns
1 First Canadian Place
38th floor, P.O. Box 150
All-essential Financial Planning
The hardest part of our job is educating our clients to understand that they need a 360-degree financial plan. They often come to us when they "need to make choice", but it's wiser to plan for those choices proactively.The truth is, we can’t responsibly invest your money without knowing everything about you – that can backfire. So we invest in context of your big picture:
We initiate discussions and build out financial plans.
Then we draw in experts from our deep bench of internal partners across BMO Financial Group as needed. Clients with complex needs receive experienced advice and vast resources
Planning A Fabulous Retirement
Going from Paycheque to PlaychequeTMLarry Ross has 30 years of working with retirees and seniors. He has seen far too many people put away money with no purpose – or retire without a sense of direction for where they want their lives to go. He likes to set clients free and give them their money back, sharing stories of what other people have done to enjoy their wealth and asking thought-provoking questions that spark the courage to spend.
The No-Retirement SolutionTM
Larry helps people transition their thinking away from a full-stop retirement. He coaches people to consider keeping the routines they now enjoy from their careers and combining them with the attractive activities and benefits of retirement. He asks people to begin that ideal combination early, utilizing tools such as the mini-sabbatical and the longevity exercise: thinking about what you’re going to enjoy during all those extra healthy years that many of us will experience.
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