Tel: 416-359-4213


BMO Nesbitt Burns
1 First Canadian Place
40th Floor
Toronto, ON
M5X 1H3

Contact Us

What You Should Expect From Us?

Beyond customized portfolio management - the inherent skill set of asset allocation and balancing risk against reward - you can expect a comprehensive finaicial roadmap through ongoing, strategic and practical advice that's rooted in experiance, discipline, and an eye on your short- and long- term objectives.

A Full Spectrum of Advice

Advice: Informed, ongoing guideance to keep you on track to achieve your financial goals.

Wealth Management: Holistic unbiased stewardship of your complete financial picture (financial, tax and estate planning; retirement and educational savings; insurance; philanthropy, ect.

Referrals: Professional services alliances, designed to connect you with a network of independant experts, including accountants, lawyers, lenders, and insurance experts.

Discipline: Unwavering focus on your long-term objectives to prevent the emotional ups and downs of investing.

Education: Information and resources to help you participate in - and maintain ownership of - your financial future.

Meetings: Ongoing touchpoints based on your personal needs - meetings, phone calls, email correspondence, ect.

Estate Planning: An effective action plan to ensure that your wishes are secured

Tax Planning: To ensure your financial plan is efficient, and your tax liability minimized

Goal Setting: Clear consistient priorities, followed by regular monitoring, review and assessment

Risk Management: Identification, measurement, and mitigation of investment risks, according to your risk tolerance parameters, to best preserve and grow capital

Insurance Consulting: Reccomendations to maintain and protect your financial stability (including segregated funds, annuities, disability, critical illness and long-term care)

Retirement Savings: Comprehensive solutions to help you accomplish your aspirations for a successful and fuffilling retirement

Education Savings: Conversations about alternitive options to saving and investing, like TFSA's life insurancee - and non-registered, trust or corporate business accounts

Research: From industry trends to the specific macro and micro-economics factors that impact your individual financial plan, we keep you informed