To help you accumulate, manage and preserve personal wealth, Mahoney-Kennedy Wealth Management provides a full range of wealth management services. With our in-house specialists and access to the expert resources within BMO Financial Group, we have the services and resources you need to reach your financial goals.
Financial Planning
Goal setting
Cash-flow analysis
Net worth assessment
>Investment planning
Retirement planning
Income and asset protection
Estate planning
Tax efficiency
Investment Planning Establishment of investment objectives Asset allocation strategy development Portfolio design and security selection Investment management and advice Selection and monitoring of investment managers Periodic portfolio reviews and rebalancing
Credit and Banking Strategies Effective credit management – mortgage, line of credit, personal and business loans Cash management
Retirement Planning Identify goals Evaluate expected income Determine additional savings needed At retirement, develop a tax-efficient income strategy
Protecting Your Lifestyle Income continuance planning (life and disability insurance) Develop asset protection strategies (mortgage life insurance, business continuation insurance, critical illness and long-term care insurance and insurance for estate planning).
Legacy Planning Assess current and potential estate value Determine obligations (debts, dependants, taxes and probate costs) Identify estate planning issues and opportunities Devise strategies to fund obligations and wishes
Tax Efficiency Review current and future tax situations Uncover opportunities to save taxes or defer taxation Develop strategies to cover future tax liabilities
Business Financial Services Access to Commercial Banking Specialists Business investment management Succession planning and business transfer assistance
Philanthropic Giving Establish a donor advised fund • through the BMO Nesbitt Burns Charitable Giving Program.
Talk to us today
No matter where you are in the life-long process of realizing your financial goals, you can benefit from our comprehensive perspective on wealth management. To find out more, contact us today.
We have learned that becoming good advisors takes more than having good advice to offer. It takes caring, patience and a commitment to listen and learn about our clients’ lifelong visions, goals and dreams.