Complete Financial Planning
"We
help individuals and families make the correct financial decisions to
protect their assets and income so that they can reach their wealth
management goals!”
Our Role in Your Financial Life
What Our Approach can Off You
We
are committed to providing our clients with unparalleled service and
advice to help them meet their ongoing financial needs through unique
strengths and processes to help the clients maintain a sense of
confidence in investing. Through our Wealth Management Process, we can
help clients identify, prioritize and achieve their needs and
objectives. We provide superior service, reporting, communication and
investment advice to all our clients.
We take you through a 5
step Investment program, based on your individual needs and objectives.
The program provides our clients with the correct path needed to become
financially independent.
The Wealth Management Process
Step 1: Understanding your Financial Situation
Step 2: Planning for your Future & Current Needs
Step 3: Choosing your Solution & Program Implementation
Step 4: Reviewing & Communicating With You
Step 5: Evolving & Adjusting your Plan
Step 1: Understanding your Financial Situation
Understanding your needs includes a detailed discussion on matters such as:
Organizing your finances
Providing for future generations
Living a comfortable retirement
Protecting your estate
Tax effective investing
Step 2: Planning for your Future & Current Needs
We will guide you through a careful planning process to help meet your needs and make your goals a reality.
This includes:
A review of your current financial position
An analysis of issues that are most important to you
The setting of priorities and identifying action items
Involvement of other professionals, if needed
Step 3: Choosing your Solution & Program Implementation
BMO
Nesbitt Burns offers one of the most comprehensive selections of
investment products and solutions in Canada, backed by the country’s top
investment research.
We also have a wide range of wealth
advisory services which go beyond investment solutions and address your
broader needs such as estate planning and income replacement insurance.
Our
colleagues at BMO Bank of Montreal can assist you with personal and
commercial banking needs including loans, line of credit, mortgages, and
day to day banking.
Step 4: Reviewing & Communicating with you
On an ongoing basis, you will receive comprehensive information from us to keep you informed and up to date.
You
can expect detailed statements of your account, electronic access
through Gateway, our online client information centre, and reviews on a
regular basis.
Step 5: Evolving & Adjusting your Plan
We
will work closely with you to ensure that your investments and finances
not only meet your current needs for income, growth and
diversification, but also take into account your plans for the future
and your family’s long-term security.
This is accomplished by:
Eliminating dangers
Identifying & exploring opportunities
Building on strengths