Skip Navigation

Contact Us

Paul Litman, BA, MBA, CFP®, CIM
Christina McInnis

Address
4881 Yonge Street
9th Floor, PO Box 37
Toronto, ON
M2N 5X3
Map



PLANNING SPECIALTIES
  • Financial Planning
  • Wealth Creation and Preservation
  • Estate Planning
  • Tax Planning
  • Insurance Planning
THE LITMAN GROUP of BMO Nesbitt Burns- THE ADVANTAGE OF FEE-BASED ACCOUNTS

We offer you all the functionality and flexibility of full brokerage services for a single, asset-based fee. Rather than paying a brokerage commission each and every time your portfolio requires maintenance, you pay a single, competitive fee based on the asset balance in your portfolio. Fee-based investing allows you to focus solely on what is right for you and your portfolio rather than the costs of individual transactions. It establishes a shared goal — the overall enhancement of your portfolio and achievement of your financial objectives.