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Mike Wilson
Susan McDougall
Joseph Teng

Tel: 403-296-1607
Toll Free: 1-888-3267777

Address
4954 Richard Rd. SW
Suite 100
Calgary, AB
T3E 6L1
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Financial Planning

Planning For your Future


Achieving your Financial Goals doesn’t just happen it takes careful planning and execution

To attain your goals, you must 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 them a reality. At BMO Nesbitt Burns we have the knowledge and expertise to guide you through the financial planning process.

We will work with you to develop a comprehensive assessment of your financial situation and help you determine if your current strategy is sound or needs modification. Then we will help identify what steps can be taken to help ensure you reach your financial goals and objectives.

Financial Planning

Achieving your financial goals takes careful planning, consideration and execution. This process enables you to clarify your priorities 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.

BMO Nesbitt Burns Advisors use a 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 to want to go.