We believe financial success takes planning. By partnering with us, we work together to design and implement a financial plan that helps you meet your current investment needs and your long-term retirement goals.
The foundation of our Partnership with you is its flexibility to meet and exceed your ever changing needs.
To begin our partnership, we take you through an in-depth Financial Planning and Wealth Advice process. We listen, and take the time to learn about you during our meeting discussions. We discuss your family, your life goals, your interests, and finally your current retirement and investment strategy.
After the interview, we take all the information and perform a detailed analysis using our exclusive Pathfinder® Program to determine what must be addressed today to make sure you reach your important goals. In many situations, we consult with your accountant or lawyer to make sure everything fits into your total financial plan.
Once we complete the planning process, we design your portfolio to meet those specific needs and goals. Some of the different investment solutions and strategies available to meet your particular needs are:
Cash Management using our Prime Access Account® and BMO Nesbitt Burns Access Service®
Then we complement your investment strategy, by consulting with our in-house Estate & Insurance Advisors from BMO Nesbitt Burns Financial Services Inc. for asset preservation, and Estate Planning strategies. Because making estate decisions today can and will affect your loved ones tomorrow…
On top of all this, you have the added convenience of 24 hour online account access through our BMO Nesbitt Burns GATEWAY® .
So as you can see, choice, variety, flexibility, and access are the cornerstones of our relationship.
If you would like to e-mail our Team for more information click here.
1Brendan Wood International Survey. Institutional Equity Research, Sales and Trading Performance in Canada, 2007 Report.
2All insurance products and advice are offered through BMO Nesbitt Burns Financial Services Inc. by licensed life insurance agents, and, in Quebec, by financial security advisors.
3The opinions, estimates and projections contained herein are those of the author as of the date hereof and are subject to change without notice and may not reflect those of BMO Nesbitt Burns Inc. (“BMO NBI”). Every effort has been made to ensure that the contents have been compiled or derived from sources believed to be reliable and contain information and opinions that are accurate and complete. Information may be available to BMO Nesbitt Burns or its affiliates that is not reflected herein. However, neither the author nor BMO NBI makes any representation or warranty, express or implied, in respect thereof, takes any responsibility for any errors or omissions which may be contained herein or accepts any liability whatsoever for any loss arising from any use of or reliance on this report or its contents. This report is not to be construed as an offer to sell or a solicitation for or an offer to buy any securities. BMO NBI, its affiliates and/or their respective officers, directors or employees may from time to time acquire, hold or sell securities mentioned herein as principal or agent. BMO Nesbitt Burns Inc. and BMO Nesbitt Burns Ltee/Ltd. ("BMO Nesbitt Burns") will buy from or sell to customers securities of issuers mentioned herein on a principal basis. BMO Nesbitt Burns, its affiliates, officers, directors or employees may have a long or short position in the securities discussed herein, related securities or in options, futures or other derivative instruments based thereon. BMO Nesbitt Burns or its affiliates may act as financial advisor and/or underwriter for the issuers mentioned herein and may receive remuneration for same. A significant lending relationship may exist between Bank of Montreal, or its affiliates, and certain of the issuers mentioned herein. BMO NBI is a wholly owned subsidiary of BMO Nesbitt Burns Corporation Limited which is an indirect wholly-owned subsidiary of Bank of Montreal. Any U.S. person wishing to effect transactions in any security discussed herein should do so through BMO Nesbitt Burns Corp. and/or BMO Nesbitt Burns Securities Ltd.
All market data is delayed by at least 20 minutes unless otherwise noted. Quotes, historical data, charts and statistics are provided by SunGard PowerData. BMO Nesbitt Burns is not responsible for the information provided.
** Mutual fund prices are as per previous day's close. Unlike stock prices they are not updated throughout the day.
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