BMO Nesbitt Burns
100 Ouellette Avenue
|Understanding your unique needs and circumstances is at the heart of our wealth management approach.
Our two-way process allows us to work together to develop and implement a customized strategy tailored to meet your goals.
We draw upon the full depth and breadth of the BMO Financial Group of Companies to provide you with an integrated and multi-disciplinary wealth management solution. This includes all aspects of managing, protecting and transferring wealth, including investments, insurance, tax efficiency, estate planning, retirement planning, cash management, planned giving, trusts and wills.
Whether your retirement goals are simple or complex, it takes careful planning to bring them to life. We work with you to help you plan, so that you not only enjoy the retirement you planned for, but that your retirement years are as rewarding as possible.
Business Succession Planning
Succession planning is a process, not an event. Proper planning can ensure the ongoing stewardship of the business you have worked so hard to build. We can assist you with planning for retirement and the transition of management and ownership of your business, whether to a family member, employee or a third party.
Whether you’re looking to secure a mortgage, personal loan or line of credit – or if you require more specialized lending services to fulfill and optimize your wealth management strategy – we will work with you to access the expertise of our BMO Bank of Montreal Senior Banker. BMO Financial Group offers a full range of Platinum Banking solutions that can provide you and your family with highly customized and innovative products and services.
Strategic philanthropy and charitable giving is an extension of your personal beliefs and convictions. We can help you implement a solution that will have a long-term impact and enduring difference in your community and create a lasting family legacy. The solution may be anything from a donor advised fund to the creation of a private foundation.
For more information please feel free to contact us.