3080, boul. Le Carrefour
Going beyond your expectations
A standalone investment proposition cannot fully meet financial objectives. The investment strategy must be derived from a financial plan and be aligned with all aspects of a person’s or organization’s wealth management needs.
Defining short, medium andlong-term goals allows an advisor to evaluate net worth, discuss and plan cash flows, and determine return requirements to successfully meet goals.
I provide investment strategies to individuals and their families, organizations and its members, for a variety of needs ranging from equities to balanced investment approaches and fixed income.
Discussions around protecting one’s self and one’s family can sometimes be difficult and may be postponed time and time again. Although difficult, it is a crucial conversation to have in order to ensure a safe financial future.
Taxes are an important consideration when accumulating wealth, but also when redeeming existing funds during retirement or emergency situations. A broad range of registered and non-registered strategies can be used to reduce and defer taxation.
An essential component of wealth management: anticipating and arranging for the efficient disbursements of a person’s holdings through an updated will and a financial plan.
At BMO Nesbitt Burns, we have the resources to help you reach your philanthropic aspirations and create a legacy for yourself.
Everyday Banking / Home and Personal Financing
After 12 years in the BMO contact centre and branch networks, it will be a pleasure to connect you with professionals in personal and home financing, everyday banking services and other banking needs.