Wealth Planning Consulting
•At BMO Nesbitt Burns, we are committed to ensuring that clients with comprehensive wealth management needs work with acknowledged experts in investing, planning and wealth solutions. Wealth Planning is a national group of highly accredited professionals, lawyers, accountants, and certified financial planners providing optimized wealth planning (retirement, financial, tax, estate, cross-border, philanthropic and business succession planning) support to BMO Nesbitt Burns advisors, in addressing your financial situation.
Wealth Management Consultants, Tax & Estate, Trust & Estate, and Business Succession Planning
•BMO Nesbitt Burns has assembled a highly-skilled team of industry experts and designated specialists that your BMO Nesbitt Burns Investment Advisor is able to partner with to manage your wealth needs.
•The Wealth Planner will work with your Investment Advisor to help bring together and manage an extended team of in-house experts on your behalf, which could include accountants, lawyers, business succession, cross-border, insurance, tax and estate professionals to gain a total perspective on your wealth management needs. Backed by the group’s knowledge and expertise, your Investment Advisor will work closely with you to tailor a comprehensive plan that incorporates your wealth and life management needs, interests and aspirations.
•As your needs evolve or changes in your situation occur, your Investment Advisor will identify opportunities and recommend solutions so you remain on track to achieve your goals.
Our Wealth Partners
Director, Tax Planning
As a member of the Enterprise Wealth Planning team, Noel's areas of expertise includes personal tax and corporate tax for private corporations as well as financial and estate planning for high net worth individuals, executives, and entrepreneurs.