Tel: 403-261-9521


BMO Nesbitt Burns
525 8th Avenue SW
Suite 1000
Calgary, AB
T2P 1G1

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You've worked your entire life for this moment and now what are you worth ?

We can guide you through an effective and holistic planning process in areas such as , cash flow, long-term care, retirement and estate planning (including counsel at family meetings to share thoughts, wishes and objectives); establishing/updating wills and powers of attorney; using insurance as a safety net; and appointing an appropriate executor to ensure your benefactors are secured for the future.

A major consideration is tax efficient cash flow. Do you convert your RRSP to a RRIF ? What are your other RRSP options ? Do you take your CPP early?

You may have concerns about your estate and how to pass the most on to your beneficiaries,