Mark Hartviksen
Rodney Fazaa, PFP
Steven A. Smith, CFP, CLU, CH.F.C.
John M. Kimpton, CFP, CLU, TEP, EPC
David Tremblett, CFP, TEP
Address
1 First Canadian Place
38th floor, P.O. Box 150
Toronto, ON
M5X 1H3
Map
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:
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:
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:
