BMO Nesbitt Burns
100 Ouellette Avenue
Suite 1100
Windsor, ON
N9A 6T3

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Financial Planning

Financial Planning

Achieving your financial goals doesn't happen overnight; it takes careful planning and execution.

We know that your needs and goals are unique to you and change over time. We get to know you and your financial situation to establish clear goals, and create custom solutions to help you get to where you want to be.

Financial planning is important because the process enables you to clearly identify your priorities and focus your resources on achieving your objectives. To attain your goals, you need to know where you stand today, where you want to be in the future, and how you are going to get there.

Financial planning takes into account all aspects of your personal and financial situation. A good financial plan can help you answer important questions, such as: 
  • What will your retirement look like? What do you want to do in this next stage of life? And, most importantly, how are you going to pay for the retirement you envision for yourself?
  • Will you be in a position to fund your children's pos-secondary education?
  • If you become disabled, will you have enough income to manage until you are well again?
  • When you pass away, will your family be financially secure?
  • Is your investment strategy consistent with your financial goals?

For more information please feel free to contact us.