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Sharon Kubicek
Alisa Carli
Christine Duggan

Address
1 First Canadian Place
40th Floor , P.O. Box 150
Toronto, ON
M5X 1H3
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Financial Planning

I need a comprehensive financial plan
It’s a good idea to fine tune your financial plan regularly, and with expert help, to ensure you are maximizing your financial potential. No matter where you are in life, a BMO Nesbitt Burns Investment Advisor can help you achieve that balance with a comprehensive financial plan.

How do you envision your future? Are you looking forward to tackling new challenges like starting a business or achieving greater success on your current path? Or, would you simply welcome the peace of mind that comes from feeling in control of your finances and in a position to handle life’s many surprises?

How we can help
We will take the time to know you and your situation, to help you build a plan that is right for your goals and your life. When you work with us to plan your finances and investments, you’ll explore the following key elements of a solid financial plan.
  • Investment Objectives

  • Risk

  • Time Horizon

  • Asset Mix Strategy

  • Taxes

  • Insurance