With an emphasis on investment risk management and financial planning, The Takeda Investment Group is able to take a holistic approach to your portfolio by thoroughly assessing your financial needs and goals.
We specialize in:
Conservatively investing your money to achieve short and long-term objectives, whether it is to generate a steady monthly income at retirement or growing your investments over time
Tax planning strategies so more after-tax dollars stay in your wallet
Insurance and Estate planning services to ensure your loved ones can focus on what matters at a time when money usually doesn’t
We focus on:
Discretionary Portfolio Management
Early Retirement/Severance Packages
Professionally Managed Accounts
Insurance & Estate Planning
About BMO Nesbitt Burns
As one of Canada's leading full-service investment firms, BMO Nesbitt Burns serves the investment needs of individual, corporate, government and institutional clients. BMO Nesbitt Burns Investment Advisors draw on the firm's top-ranked* investment research and broad range of products and services designed to meet the specific investment objectives of individual clients. BMO Nesbitt Burns Investment Advisors provide their clients with timely advice, high-quality service and one of the broadest selections of products in the business. In addition to the traditional equities, fixed income securities and mutual funds, BMO Nesbitt Burns has developed an extensive and growing line of proprietary products.