Toll Free: 1800-361-7115
1501, ave. McGill College
Estate Planning Has Never Been Easier
A good estate plan will provide you with the peace of mind that comes from knowing your family and financial affairs will be taken care of according to your wishes.
Whether your goals include minimizing or deferring income taxes at death or whether you want to ensure the financial security of your family, we are able to identify potential estate issues that may stand in the way of realizing your estate planning goals.
Estate planning can be a complex process involving a number of professionals including your lawyer, accountant, investment advisor and insurance specialist. Each is there to assist you through a particular aspect of an estate plan. At BMO Nesbitt Burns, I work with a unique team of specialists in reviewing your current estate plan, identifying planning opportunities, and providing integrated solutions.