Tel: 450-681-7513
Tel: 1866-550-8085

Address

BMO Nesbitt Burns
3225, boul. Saint-Martin Ouest
Suite 200
Laval, QC
H7T 1S2
Map

Contact Us

Our Clients

We offer a personalized approach to wealth planning for successful, wealthy Canadians.

Pre-or Post-Retiree 
We can guide you through an effective and holistic planning
process in areas such as intergenerational wealth transfer,
cash flow, long-term care, retirement and estate planning (including counsel at family meetings to share thoughts, wishes and objectives); establishing/updating wills and powers of attorney; using insurance as a safety net; and appointing an appropriate executor to ensure your benefactors are secured for the future.

Young Professional  
We can work with you on a financial plan that reflects your priorities, ambitions, and long-term financial horizon – counsel around home ownership, debt management, stewardship of family wealth, saving and investing for retirement, and professional referrals to help you build a trusted network.

Business Owner/Entrepreneur 
Whether start-up or mature business, we can help align your personal goals and priorities with the income-generating needs you face as an owner, including cash-flow management, preservation of capital, financing, tax and succession planning, etc.




Parent, Guardian or Primary Caregiver 
We can assist you in preparing an effective education savings plan that includes calculating the cost of a post-secondary education; creating a savings strategy; determining account types in an RESP; advice on balancing financial priorities; and implementing, and monitoring, your educational plan.

 

Living with a Disability or
Caring for Someone with a Disability
 

We can address ways to improve your financial well-being through solutions that include potential government benefits and tax credits, and developing a financial plan with decision-making directives and insurance alternatives.