Our Commitment to Our Clients We are committed to providing clients and their families with a lifetime of comprehensive wealth management and proactive advice through our combined education, experience and the tools provided by BMO Nesbitt Burns.
Our Philosophy
To assist clients in consolidating their financial affairs in order to provide effective asset management, tax and estate planning. To provide comprehensive planning and reporting to demonstrate achievement of their objectives.
The SZELAG Group
Dianne J. Szelag,C.G.A.,CFP with 27 years of financial industry experience built on a foundation of professional ethics and education, will assist you in identifying your goals and objectives, establishing a strategy and monitoring your progress on a regularly scheduled basis. Our process begins with an exploratory meeting to assess your situation and to determine if we are the right option for your financial advisory needs. If we mutually decide to proceed, we prepare a written assessment of your financial situation. We work with you to structure a portfolio to meet your needs and provide a sound foundation for an enduring wealth management program.
Janice Gibbons, Administrative Assistant, provides all administrative support. She has over 11 years of industry experience and strives to provide the highest level of client service.
Finding the right financial advisor involves finding someone you can trust who understands your needs and investment personality. The majority of our clients seek a balanced investment approach and rely on our expertise to manage their financial affairs and all or most of their portfolios. Whether retired or still in the workforce our clients tend to have neither the time nor inclination to manage their own portfolios. The typical portfolio is $150,000+.
Should you change your current advisor?
Has your portfolio outgrown the investment options available with your current advisor? As you approach retirement has your advisor provided you with suitable income generating options? Has your advisor readily addressed investment concerns? Do you receive adequate reporting and reviews? Do you have effective tax strategy? Do you have an estate plan? Would you consolidate all your assets with your current advisor?
Been downsized? Approaching retirement?
We offer experience in designing retirement portfolios with tax efficient income. We provide objective transition planning to ensure you make the right choices for yourself and your family in regards to your pension.
Looking to expand your investment horizons?
Build a portfolio for the future. Using the renowned research teams at BMO Capital Markets we can assist you in creating a more diversified portfolio to meet your investment objectives.
Seeking to consolidate your mutual funds and lower MER's?
Suitable for portfolios of $100,000+
BMO Nesbitt Burns Blueprint Program offers you the opportunity to participate in one or more of seven model portfolios, each actively managed based on the recommendations of the top-rated BMO Nesbitt Burns Research team.
Prefer a fee based approach?
Suitable for Portfolios $100,000+
BMO Nesbitt Burns Meridian Program provides clients with portfolios in excess of $100,000 the full benefits of advisor-based, full service management with an option of online trading for one all inclusive fee. Family groups can consolidate their holdings to reduce fees while still retaining individual privacy and advisory services. A great opportunity for younger family members with smaller portfolios to obtain superior service,lower costs and advanced investment opportunities normally afforded to only large portfolios.
Seeking to simplify your financial affairs with discretionary management?
Suitable for portfolios of $150,000+
The Architect Program is the next evolution in managed accounts-the unified managed account solution. This option is for clients who prefer to have their accounts managed on a discretionary basis. BMO Nesbitt Burns is the first firm in Canada to offer this platform. Investors can access institutional managers normally only available to larger portfolios. Benefits include one account, one fee, one performance reporting package. The program offers enhanced risk management through strategic asset allocation and automatic rebalancing.
Suitable for portfolios of $500,000+.
The BMO Nesbitt Burns Advance Program is a discretionary platform that combines the exceptional services of BMO Nesbitt Burns with leading institutional investment managers. All portfolios are individually managed to provide for individual circumstances and tax issues.
Seeking to preserve your estate?
Estate planning is the final component of a good financial plan. Many financial advisors lack access to qualified estate planning. At BMO Nesbitt Burns we have in-house estate planning incorporating the resources of our Insurance specialist to provide an estate plan consistent with your investment and personal objectives. Together we strive to assist you to preserve your estate from erosion by income tax or probate fees as well as give advice on charitable giving when needed. To communicate the importance of estate planning to individuals and their families we provide ongoing estate planning seminars.
Need access to your account online as well as superior BMO Capital Markets Research?
BMO Nesbitt Burns Gateway permits clients to access their on-book accounts, generate stock quotes, monitor virtual portfolios and review the latest market news. In addition you will have on-line access to BMO Capital Markets top-ranked research.
1"BMO Nesbitt Burns Meridian Program" is a trade-mark of BMO Nesbitt Burns Corporation Limited, used under license. "NESBITT BURNS ARCHITECT PROGRAM" is a trade-mark of BMO Nesbitt Burns Corporation Limited, used under license. "Nesbitt Burns" and "Advance Program" are registered trade-marks of BMO Nesbitt Burns Corporation Limited, used under license. "Nesbitt Burns" and "Nesbitt Burns Pathfinder" are registered trade-marks of BMO Nesbitt Burns Corporation Limited, used under license. "Nesbitt Burns Gateway" is a registered trade-mark of BMO Nesbitt Burns Corporation Limited, used under license.
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