Financial Planning
Achieving your financial goals takes careful planning, consideration and execution. This process enables you to clarify your prorities so you can focus on achieving your objectives. To attain your goals, you need to know where you are today, where you want to go, how you are going to get there and what you are prepared to do to make sure you reach them. As a BMO Nesbitt Burns Advisor, I use state-of-the-art financial planning tool to help you achieve your financial goals. Whether your situation is simple or more complex, this tool provides the analytical engine to create a customized financial plan. Best of all, the plan is easy to understand. Some of the unique features include:
the full financial spectrum (investment, tax, estate, education, insurance and more) to develop a truly integrated plan.
the ability to view side-by-side comparisons of potential strategies to give you a clearer picture of your options.
Most of all, this tool allows our team to ensure that you receive a realistic and understandable view of your goals, and most importantly, the options of how to get you to where you want to want to go.
Retirement Planning
In order to achieve your retirement goals, you need to have a plan. Whether you are focussed on the investment component of your retirement plan or want to know more about how to maximize family resources, there are simple, very effective methods to reduce and defer tax on investments, split income, enhance after tax growth of wealth, and preserve accumulated capital. Through a comprehensive review and the use of our sophisticated planning software, you can have a clear picture of what can be done starting today to help you attain your retirement goals.
Estate Planning
Estate planning can play a crucial role in ensuring that you have greater control of your assets from unnecessary legal and tax cost, enhance provisions for your family and future generations, and ensure that your assets will be distributed according to your wishes. I, along with an Estate and Insurance Advisor, can review your present situation, establish your objectives and concerns, identify potential problems or risks, examine and calculate tax consequences, develop and implement strategies, co-ordinate with other advisors and monitor and update your plan as needed.