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885 West Georgia Street
BMO Brentwood Town Centre
#60 - 4567 Lougheed Hwy
Tax efficient investment solutions
We understand that high net worth clients have to be cognizant of the tax implications of their investments and this is why we work to create tax efficient portfolios by carefully,
In partnership with our Estate and Insurance Advisors, we can recommend insurance solutions that will compliment your overall wealth strategy and provide a greater sense of assurance.
Whether you want to protect the capital in your RRSP, create tax benefits, or uphold your standard of living despite unexpected illness, disability, or long-term care needs, insurance can help to ensure asset preservation and income generation during your lifetime.
A key determinant to successful investing is an appropriate mix of assets - cash, stocks and bonds. Using recommendations from BMO Nesbitt Burns' Research Department, we work closely with our clients to develop portfolios that are appropriate for them. As part of our long-term relationship, we will recommend changes to a portfolio mix if their personal circumstances change. A carefully chosen asset allocation is essential to the overall success of an investment plan.