BMO Nesbitt Burns
1 First Canadian Place
38th floor, P.O. Box 150
Our team works with families, medical professionals, lawyers, and entrepreneurs to build wealth, protect wealth and transfer wealth from one generation to another. We create, cultivate and grow estates.
How do we do this?
Let our clients tell you.
"Mark and team enabled our second and third generation to not only build wealth but to minimize taxes, enabling each generation to benefit from and grow their wealth." -Canadian Philanthropist, April 2016
"The Tinnerman Wealth Group has compounded my wealth, enabling me to stop worrying about retirement." -Toronto Medical Professional, February 2016
"Mark and his team assisted our family in enabling the next generation to appreciate and respect the values and traditions of the preceding generations." -Alberta Entrepreneur, September 2016
Our team works with many types of investors – from those just entering the workforce wishing to save money for their future, to wealthy families planning for future generations.
Since 1986, we have been committed to preserving and growing the assets of our clients. We take great pride in the relationships we have established. We are honoured that so many outstanding families and individuals have entrusted us as their advisors. What started as a relationship with one person has in many cases evolved into a relationship with three of four generations of a family.
How can I become a valued client?
Often we are asked: "What is your minimum?” Although most of our clients have between $250,000 and $50,000,000 invested with us, we don't believe in minimums. We prefer to work with those we can create the most value for. We will not turn anyone down who needs and welcomes advice and a partner. Many of our wealthy families started with very little and built their wealth through hard work and disciplined savings. We will always work with those who appreciate sound investment advice and are committed to long-term results.
We manage all Registered Accounts (RRSP's, RRIF, RESP, LIRA's, etc.) and Non-Registered Accounts as well as Tax Free Savings Accounts, holdcos and trusts. We also work with institutions and charitable foundations.
Disclaimer: The opinions expressed above are those of the named client author and are in no way representative of the views of all clients. Client testimonials do not constitute a guarantee, warranty, or prediction regarding outcome of your investments.