Helping you manage risk and seize opportunity

As a BMO Nesbitt Burns client, We can provide access to a dedicated team of Estate & Insurance Advisors who are experienced in dealing with situations typical of high net worth clients. Their role is to assess the key risks and opportunities in your personal or corporate financial life, and explore solutions that are designed to preserve and enhance the
wealth you’ve created.

The Estate & Insurance Advisors of BMO Nesbitt Burns Financial Services Inc. specialize in insurance solutions as they relate to estate planning. Insurance can be a flexible, multi-faceted financial vehicle that offers a combination of cost-effective financial protection, plus the potential to accelerate the growth of your assets while also preserving them for the next generation.

Insurance Products and Services

• Risk Management/Asset Preservation

• Registered Asset Preservation

• Estate Preservation

• Charitable Giving

• Critical Illness

• Income Generation

• Estate & Insurance Planning for Individuals

• Estate & Insurance Planning for Corporations

About BMO Nesbitt Burns Financial Services Inc. (BMO NBFSI)

BMO Nesbitt Burns Financial Services is a subsidiary of BMO Nesbitt Burns. As a life insurance agency, BMO Nesbitt Burns Financial Services Inc. has agreements with several major insurance carriers in Canada.

BMO NBFSI provides estate & insurance related services for individual and corporate clients interested in exploring alternative strategies for estate preservation, tax deferral, tax minimization, income replacement and charitable donations.