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.
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
Some of the unique features include:
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.
- 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.
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
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.