Toll Free:
800-506-0005
Tel:
204-949-2183
Fax:
204-949-2294
BMO Nesbitt Burns
1700 - 201 Portage Avenue
Winnipeg, MB
R3B 3K6
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Clients We Are Helping
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We offer a personalized approach to wealth planning for successful, wealthy Canadians.
Pre-or Post-Retiree? We can guide you through an effective and holistic planning process in areas such as intergenerational wealth transfer, cash flow, long-term care, retirement and estate planning (including counsel at family meetings to share thoughts, wishes and objectives); establishing/updating wills and powers of attorney; using insurance as a safety net; and appointing an appropriate executor to ensure your benefactors are secured for the future. |