The Rogers Bagnald Wealth Advisory Group has all of your wealth management needs covered.
To help you accumulate, manage and preserve personal wealth, we provide a full range of wealth management services. With our in-house specialists and access to the expert resources within BMO Financial Group, we have the services and resources you need to reach your financial goals.
- Goal setting
- Cash-flow analysis
- Net worth assessment
- Investment planning
- Retirement planning
- Income and asset protection
- Estate planning
- Tax efficiency
Credit and banking strategies
- Establishment of investment objectives
- Asset allocation strategy development
- Portfolio design and security selection
- Investment management and advise
- Selection and monitoring of investment managers
- Periodic portfolio reviews and rebalancing
- Effective credit management - mortgage, line of credit, personal and business loans
- Cash management
Protecting your lifestyle
- Identify goals
- Evaluate expected income
- At retirement, develop a tax-efficient income strategy
- Income continuance planning (life and disability insurance)
- Develop asset protection strategies (mortgage life insurance, business continuation insurance, critical illness and long term care insurance and insurance for estates.
- Assess current and potential estate value
- Determine obligations (debts, dependants, taxes and probate costs)
- Identify estate planning issues and opportunities
- Devise strategies to fund obligations and wishes
Business financial services
- Review current and future tax situations
- Uncover opportunities to save taxes or defer taxation
- Develop strategies to cover future tax liabilities
- Access to Commercial Banking Specialists
- Business investment management
- succession planning and business transfer assistance
- Donor advised funds
- Private foundations
1The comments included in this publication are not intended to be a definitive analysis of tax applicability or trust and estates law.
The comments contained herein are general in nature and professional advice regarding an individual’s particular tax position
should be obtained.
Insurance services and products are offered through BMO Estate Insurance Advisory Services Inc., a wholly-owned subsidiary of BMO Nesbitt Burns Inc.
® "BMO (M-bar roundel symbol)” is a registered trade-mark of Bank ofMontreal, used under licence. "Nesbitt Burns” is a registered
trade-mark of BMO Nesbitt Burns Corporation Limited, used under licence. BMO Nesbitt Burns Inc. and BMO Nesbitt Burns Ltée are
indirect subsidiaries of Bank ofMontreal.
™/® Trade-marks / registered trade-marks of Bank ofMontreal, used under license.
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