Skip Navigation

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