Our Wealth Management solutions combine your investment plan, tax plan and estate plan into one comprehensive plan to help you achieve your personal goals. Professional wealth management will help you plan your estate and invest your assets according to your personal financial criteria and goals. With the help of resources at BMO Nesbitt Burns and the experts at Groupe Di Tomasso, we are able to provide sound advice on complex issues, such as retirement and transfer of wealth, tax planning and succession planning, philanthropy, as well as insurance planning. We can help you create a plan for your wealth that works hard to help you achieve your goals at every stage of your life.
Financial Planning We know that your needs and goals are unique to you and change over time. We get to know you and your financial situation to establish clear goals, and create custom solutions to help you get to where you want to be. Retirement Planning Whether your retirement goals are simple or complex, it takes careful planning to bring them to life. We work with you to help you plan, so that you not only enjoy the retirement you planned for, but that your retirement years are as rewarding as possible. Other Services