BMO Nesbitt Burns - The Szelag Group

Specialties:
Our expertise is transitioning investors' retirement assets into tax efficient income designed to meet their needs.

Our Commitment to Our Clients
We are committed to providing clients with a lifetime of comprehensive wealth management and proactive advice through our combined education, experience and the tools provided by BMO Nesbitt Burns. We feel that our wealth management style and discipline complement each other and will provide you with the peace of mind that comes with a team of professionals dedicated to serving your financial objectives.

Our Philosophy
To assist clients in consolidating their financial affairs in order to provide effective asset management, tax and estate planning and to provide comprehensive planning and reporting to demonstrate achievement of their objectives.

Things to Do Now
1. Assess your holdings. Eliminate losers and find winners.
2. Prepare to trigger capital losses before yearend.
3. Take profits and rebalance as appropriate.
4. Beware of currency risk.
5. Prepare for a potentially sluggish recovery after a v shaped recovery.
6 Reduce costs with ETF's and discretionary management.
7 Consolidate your financial affairs.
8. Use TFSA's to complete your financial plan.

Contact us for more information on how we can help.

What Type of Investor Are You?
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 $200,000+.

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 Gateway" is a registered trade-mark of BMO Nesbitt Burns Corporation Limited, used under license.

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.