BMO Nesbitt Burns
2 St. Clair Ave. West
Our approach is different. Because our clients are different.What is most important to you? We will tailor a solution specifically for you, to maximize opportunities and mitigate potential challenges down the road. We apply disciplined, holistic, transparent and independent guidance, maintaining open and regular collaborative lines of communication, listening to you, and keeping you informed.
We believe the financial planning process enables you to clearly define your goals and focus your financial resources on achieving your objectives. In order to attain your goals, you need to know where you stand, where you want to be, and how to get there.
By understanding clients and their circumstances, we are better able to assist them in putting together a comprehensive strategy that can take into account their unique needs, whatever they may be: retirement, tax, income, estate needs, an so on. By extension, we direct them toward a sensible and appropriate portfolio diversification and strategic asset allocation that will be consistent with their financial goals and risk tolerance.
We are energetic, diligent and proactive in ensuring that client investment portfolios remain structured to meet their stated investment objectives. We monitor client porfolios regularly and report progress through regular, periodic reviews: quarterly, semi-annually, or annually, by way of telephone or in face-to-face meetings.
The Rorabeck Wealth Advisory Group is here to understand your life priorities and deliver on our commitment to:
Assess your financial goals and level of risk tolerance
Develop a strategic and effective in-depth plan based on your current financial picture
Put your customized investment plan into action
Monitoring its progress over both the short and long term, with a responsibility to keep you informed
Meet at your desired frequency to review your portfolio, re-evaluate and re-balance where necessary