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Neil Beube
Tony Stephens

1 First Canadian Place
39th Floor, P.O. Box 150
Toronto, ON
M5X 1H3


Tax Sheltered Investment Strategies:
Would you believe that there are still ways for high net worth individuals and private corporations to benefit from tax sheltered investment strategies! The Beube Investment Group specializes in developing and providing clients with innovative tax sheltered investment strategies using insurance solutions that can provide higher after-tax cash flow during retirement years while preserving assets for the next generation.

To view an example, please choose one of the topics on the right.
1) Insured Retirement Program
(Time 5:58 min)
A presentation on a Retirement and Estate Planning strategy.

2) Insured Annuity
(Time 6:24 min)
A presentation on an Insured Annuity strategy.

Investment Strategy & Advice:

One thing is certain, markets have never been predictable. Just when you believe that the market will continue giving you exceptional returns, it can quickly reverse itself and can take those returns away at an unmistakable speed.

When working with our clients, we are constantly measuring this level of risk to ensure that our client’s portfolios have been diversified effectively to minimize losses and preserve capital. When a portfolio declines by 50%, it takes a 100% recovery to get back to the earlier level. Therefore, our approach is to ensure that our client’s portfolios have the correct asset allocation, consist of high quality investments and are properly diversified.

As part of the BMO Nesbitt Burns Private Client Division, we are able to provide our clients with access to one of the broadest selections of investment solutions and products available today, both in Canada and the United States.

To view an example, please choose one of the topics on the right.
1) Managed Assets
(Time 4:47 min)
A presentation on institutional managed accounts.

2) Fee-Based Accounts
(Time 2:59 min)
A presentation on the benefits of account management, based on an annual fee.