Address

BMO Nesbitt Burns
1 First Canadian Place
38th floor, P.O. Box 150
Toronto, ON
M5X 1H3
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Contact Us

Our Services

Our Services

Our Secure Wealth ExpanderTM Process

 DISCOVERY
  • We “get under the hood” to truly understand your personal and financial goals, interests and needs.
  • We ask about your previous investing history, expectations and wealth structure.
 PLANNING
  • We provide you with a written plan, which we update regularly.
  • When you approve the plan, we begin our collaborative process to build and manage your portfolio and coordinate a team of BMO wealth planners to execute your strategies.
 COORDINATION
  • We identify shared priorities, such as creating or updating your Will, make recommendations to you and then circle back to confirm or encourage steps forward.
  • Following our Prioritized SequencerTM, we execute all the tasks you need done in the order of your priorities.
  • We act as quarterbacks to liaise with your team of professional advisors such as your accountants, lawyers, and BMO tax, estate and trust planners to save you time and trouble.
  • We remain available when you need us to jump into action.
 MONITORING AND REPORTING
  • We monitor your portfolio, report its performance to you with clarity on a regular basis, and stay in touch to remain informed on any changes in your circumstances or the markets.

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