Specialties: Conservative Wealth Management that includes Equity Investments (Stocks,Mutual Funds); Fixed Income (Bonds, Strip Coupons, GIC's, T-Bills)New Issues, Managed Accounts Retirement Products, Estate Planning and Insurance Services*.
We currently manage over $155 million in assets.
The more assets you have, the more complex and stressful things can become. As you set higher standards for your investments, incur more taxes and pay greater attention to the transferability of your wealth to future generations financial guidance is essential.
As an Investment Advisory team, we are dedicated to simplifying and managing this complex process and to helping each of our clients achieve their overall financial goals.
We use a thorough and consultative process to understand and establish your unique financial objectives. The end result of this approach is a customized strategy designed to help you achieve your overall objectives.
In addition, beyond investing advice and counsel, we can provide you with access to other areas of wealth management expertise including tax, insurance, estate and financial planning*.
Over the last twenty two years at BMO Nesbitt Burns we have developed a successful practice of private clients, foundations and institutions.