Peter Kennedy, BA, CFP
Investment Adviser, Financial Planner
BMO Nesbitt Burns
255 Queens Ave.
Tax-efficient wealth leadership for physicians and incorporated professionals
Our team has a deep understanding of the unique financial needs and opportunities that physicians and other incorporated professionals need to consider today.
Physicians, dentists, lawyers, accountants and other incorporated professionals share a lot in common. After taking good care of their patients or clients, their next highest priority is reducing their tax bills. Our team delivers tax-efficient strategies, astute asset allocation and asset location strategies, and professional incorporation advice.
To help you to carve out time for your practice, your family, and whatever else matters to you, we provide customized, tailored solutions that address all aspects of your wealth and keep your financial life as streamlined as possible.
Comprehensive financial plans are the backbone of everything we do.
Our team will:
- Position your portfolio to help you achieve your growth targets. We can’t control the markets, but we can control a tax-efficient plan that maximizes the use of your corporation.
- Morph your corporation into your Wealth Plan and ensure it is as tax-efficient as possible while structuring your holdings in a tax-conscious way.
- Integrate your personal and professional assets into one overall portfolio strategy to maximize your earning potential while creating tax-wise, consistent income through total wealth management from your Medical Professional Corporation or Professional Corporation, registered accounts such as your RRSP and TFSA, and your non-registered accounts.
- Manage your wealth according to your goals. We will discover what wealth means to you and base all our decisions on helping you achieve your objectives within your risk tolerance. Working with your existing advisors, we will create your family’s complete Wealth Plan and adjust it over time as your personal and professional lives change, in collaboration with you.
- Help you protect your loved ones. To prepare your family in case of unexpected life events, we will deploy insurance strategies and structure your estate to transfer wealth smoothly and tax-efficiently to your loved ones and chosen causes.
- Bring you strength and stability. As part of Canada’s best-rated Full-Service Investment Advisory Firm,* BMO Nesbitt Burns, we provide access to one of the broadest sections of wealth management solutions, products and services available today and industry-leading technology, products and research. BMO Nesbitt Burns is a core part of the success of The Bank of Montreal, Canada’s oldest bank.
*Global Banking and Finance review 2014 and 2015
Attention Realtors: You are now allowed to have professional corporations. Watch our website for upcoming seminar series on how incorporation can transform your financial horizon, or sign up for notification.