Tel:
780-945-5230
Tel:
1 800-661-7423
Address
BMO Nesbitt Burns
800 Manulife Place
10180 - 101 Street
Edmonton, AB
T5J 3S4
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Wealth Planning
We believe that a thoughtful financial plan is invaluable to the investment process. Our clients receive ongoing support from a team of dedicated in-house financial planners who work with you to create a personalized Wealth Plan that aligns with your retirement and estate goals. Your Wealth Plan becomes a living document that is continuously monitored, reviewed and updated as you reach new milestones and your financial circumstances evolve.
CFP — Certified Financial Planner
CPA — Chartered Professional Accountant
CFA — Chartered Financial Analyst
CLU — Chartered Life Underwriter
TEP — Trust & Estate Practitioner
Areas of Expertise
- Retirement Planning
- Insurance Planning
- Tax Planning
- Trust and Estate Planning
- Business Succession and Career Transition
- Philanthropy and Charitable Giving
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