Wealth Advisory Services

We offer complete wealth advisory services with our Wealth Advisor Team at BMO Nesbitt Burns.

Backed by their expertise, the Team will work closely with you to tailor a comprehensive plan that incorporates your wealth management needs, interests and aspirations. Your Wealth Advisor will work with your existing advisors or, as needed, assemble and manage an extended team of experts on your behalf, including accountants, lawyers, insurance professionals, and tax and estate specialists. As your needs evolve over time, your Wealth Advisor will identify opportunities and changes to ensure you
always remain on track to achieve your wealth management goals.

 

Professional services to help you with:


Personal matters:

 

  • Transition to retirement

  • Wealth transfers

  • Complex family situations

  • Changes in wealth

  • Life course transitions

 

Financial matters:

 

  • Career changes

  • Business sales

  • Emigration / immigration

 

Additional or complementary services to support your personal advisors in:

 

  • Preparing your estate plan

  • Designing your financial structure

  • Choosing from available options

  • Maximizing your financial and tax effectiveness