Stuart Wilson, CIM®, PFP®

Wealth Advisor/Portfolio Manager

Tel: 416-590-7617
Tel: 416-590-7650
Fax: 416-590-7601
Toll Free: 1-800-567-2626


BMO Nesbitt Burns
4881 Yonge Street
9th Floor, PO Box 37
Toronto, ON
M2N 5X3

Contact Me

Estate Planning Services

Registered Asset Preservation Plan
The Registered Asset Preservation Plan provides you with the potential to leverage small premium payments into greater estate benefits and also preserves the balance of your RRIF or RRSP for your estate or family on death.

Annuities provide a level, guaranteed income for the remainder of your life.

Tax Protection
Testamentary trusts can be used to create Tax Protection Testamentary trusts which can be used to create beneficiaries by reducing the tax rate on the investment income from the inheritance.

Estate Bonds
Estate Bonds organize your assets, minimize taxes and pass along you estate in the manner you intend.