BMO Nesbitt Burns
730 View Street, 10th Floor
Wealth Management a Family Affair
Our approach with clients is consultative in
nature and begins with listening to and understanding their needs.
Before we can make any recommendations or suggestions, we need to learn
what their vision and objectives are and what their level of commitment
is so we can help them achieve the financial component of their goals.
We start by working with our clients to identify things that weigh on
their minds and determine their vision for their future.
clients then prioritize their needs (short and long term) as they see
them and together we document the resources they currently have at their
3. We work with our clients to help them define their
vision as they see it with respect to what they are trying to achieve in
their personal and financial lives.
4. We will then present
concepts to assist clients in understanding how together we can bridge
the gap between where they are now and where they would like to be. It
is at this stage we create your Financial Retirement, Estate and/or
Business Succession Plan.
5. We develop short and long term
strategies to put clients on track to achieving their goals and have our
clients commit to those strategies they feel will best meet their
6. Together we reach a consensus on specific solutions
under each strategy, which will ultimately involve the ongoing
allocation of financial and human resources.
7. We then implement
the agreed upon plan. Once a strategy is implemented, we will continue
to regularly monitor and pro-actively rebalance if personal
circumstances change or the investment environment shifts.
integrated and multi-disciplinary wealth management process addresses
all aspects of managing, protecting and transferring wealth, including
investments, insurance, taxes, estates, retirement, cash management,
planned giving, trusts, and wills. We follow a structured approach to
family wealth management, because we believe it's important to address
the whole picture, and leave nothing to chance.
Wealth Advisory Group believes that proper planning should take a
holistic approach. Looking at the bigger picture ensures our clients
peace of mind knowing that they are making the best use of all their
In addressing these issues, we encourage the involvement
of family members from each generation. When working with our Advisory
Group your whole family benefits from our services.