Partnership

The importance of a solid partnership

 

Whether your concerns are Saving for retirement, Minimizing taxes, Putting money aside to start a business, Finance a child’s education or a new house, the challenge remains the same: Accumulating and preserving capital in an increasingly complex financial universe. As an investment advisor at BMO Nesbitt Burns, I have the qualifications and resources to help you face this challenge and preserve your wealth.

 

This is how I offer you a personalized approach depending on your current financial situation.

 

Pre-or Post-Retiree

I can guide you through an effective and holistic planning process in areas such as intergenerational wealth transfer, 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.

 

Young Professional

I can work with you on a financial plan that reflects your priorities, ambitions, and long-term financial horizon – counsel around home ownership, debt management, stewardship of family wealth, saving and investing for retirement, and professional referrals to help you build a trusted network.

 

Business Owner/Entrepreneur

Whether start-up or mature business, I can help align your personal goals and priorities with the income-generating needs you face as an owner, including cash-flow management, preservation of capital, financing, tax and succession planning, etc.

 

Parent, Guardian or Primary Caregiver

I can assist you in preparing an effective education savings plan that includes calculating the cost of a post-secondary education; creating a savings strategy; determining account types in an RESP; advice on balancing financial priorities; and implementing, and monitoring, your educational plan.