The Henderson Kochan Wealth Advisory Group specializes in partnering with our clients to implement a comprehensive wealth strategy based on a sound understanding of each individual’s needs. We are a diverse team of professionals each committed to providing superior advice and service to every client.
OUR APPROACH
We develop a customized approach for each client that encompasses every aspect of our clients’ family’s financial security, including:
Protecting your Lifestyle
Portfolio Management
Tax minimization strategies
Your retirement
Creating a Legacy
Philanthropy and Giving Strategies
We have learned that becoming good advisors takes more than having good advice to offer. It takes caring, patience and a commitment to listen and learn about our clients’ lifelong visions, goals and dreams.
Behind us are the extensive resources of BMO Nesbitt Burns. Our overall research has been ranked number one by Brendan Wood International for 25 consecutive years. Since its origins in 1912, BMO Nesbitt Burns has been committed to helping clients meet their financial objectives and goals with the highest standards.
As a member of BMO Financial Group, one of the largest financial service providers in North America, BMO Nesbitt Burns offers a broad range of retail banking, wealth advisory and investment banking products.
OUR CLIENTS
Our clients are individuals saving for retirement, retirees, business owners, corporate executives, and institutions. They understand the importance of partnering with and consulting professionals in order to achieve their goals. Our clients value longstanding relationships with a committed Wealth Advisor who truly understands their needs.
WHAT MAKES US DIFFERENT
The process we take all of our clients through is what differentiates our services from others. We take the time to truly ensure that all aspects of our clients’ personal and financial picture are taken into account. Our solid relationships with investment, tax, legal, insurance and estate planning professionals enhance the depth and breadth of services we can offer.
We have a proven record of working with our clients and their families; providing them with peace of mind as we develop, implement, and monitor strategies to help them achieve their life goals and visions.
1All 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.
2Brendan Wood International Survey. Institutional Equity Research, Sales and Trading Performance in Canada, 2008 Report.
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 a majority-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.
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