Tel: 416-359-4364

Address

BMO Nesbitt Burns
1 First Canadian Place
39th Floor, P.O. Box 150
Toronto, ON
M5X 1H3
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Contact Us

Our Services







Wealth Management Solutions
  • Investment management advice offered on a discretionary or advisory basis

Financial Planning
  • Goal setting
  • Cash-flow analysis
  • Net worth assessment
  • Investment planning
  • Retirement planning
  • Income and asset protection
  • Estate planning
  • Tax efficiency

Investment Planning
  • Establishment of investment objectives
  • Asset allocation strategy development
  • Portfolio design and strategy selection
  • Investment management and advice
  • Selection and monitoring of investment managers
  • Periodic portfolio reviews and rebalancing

Credit and Banking Strategies
  • Effective credit management – mortgage, line of credit, personal and business loans
  • Cash management

Retirement Planning
  • Identify goals
  • Evaluate expected income
  • Determine additional savings needed
  • At retirement, develop a tax-efficient income strategy

Protecting Your Lifestyle
  • Income continuance planning (life and disability insurance)
  • Develop asset protection strategies (mortgage life insurance, business continuation insurance, critical illness and long term care insurance and insurance for estate planning)

Legacy Planning
  • Assess current and potential estate value
  • Determine obligations (debts, dependants, taxes and probate costs)
  • Identify estate planning issues and opportunities
  • Devise strategies to fund obligations and wishes

Tax Efficiency
  • Review current and future tax situations
  • Uncover opportunities to save taxes or defer taxation
  • Develop strategies to cover future tax liabilities

Business Financial Services
  • Access to Commercial Banking Specialists
  • Business investment management
  • Succession planning and business transfer assistance

Philanthropy
  • Establish a donor advised fund or private foundation