Building long-term relationships
The Vogel Butler Wealth Management Team at BMO Nesbitt Burns has been helping clients achieve their financial goals since 1994. We provide both discretionary and non-discretionary portfolio management services to our clients, as well as comprehensive financial and estate planning. Many of our client families have been with us since our beginning, and our relationships now encompass several generations of the same family. We are grateful for this loyalty, and work hard each year to re-earn it.
The importance of a comprehensive Financial Plan
Today clients look to us for much more than investment advice. It is important to them to have a wealth management partner who can help with their broader financial and wealth management needs. Our clients turn to us for help with all important financial matters, such as developing longer term retirement strategies and tax efficient retirement income strategies once they do retire, or estate planning. We believe the foundation of success is the tailored financial plans we build for our clients. We work with them and our BMO Nesbitt Burns financial and estate planning experts to create a detailed plan that reflects their current circumstances, as well as future goals and dreams. This plan is the reference point for our decision making, and the key element to our clients' long term financial strategies. Keeping you informed through regular contact
To be our best, we must have insight into our clients' lives. And so we are constantly in touch, with regular reviews, meetings and updates that keep our clients informed. We manage each portfolio prudently, in accordance with the goals set in the financial plan. Our advice is transparent, active and collaborative.