Cudmore Ross Wealth Management is a specialized group within the larger firm of BMO Nesbitt Burns.
Our mission is to work with successful families to coordinate, simplify and execute the achievement of personal financial goals. To achieve this we work in concert with our clients and other professional advisors in developing forward thinking
Tax
Investment and
Intergenerational Wealth Transfer Strategies
* Click here for a flow chart illustrating the broad range of integrated services we provide.
We take this approach because experience has shown us that high net worth families will need to consider or engage every financial instrument and advisory professional at some time in their lives. These include accountants, lawyers, investment advisors, financial planners, estate planners, insurance people, bankers etc.
Each professional has a menu of products and services to offer. Inevitably, the choices made in one category affect the next category.
We believe each one of these categories is like a piece of your financial engine. We believe every piece of this engine should be put together with the knowledge of how it affects other parts of the engine, in order to work at optimal efficiency.
Cudmore Ross Wealth Management is uniquely qualified to assist clients in coordinating all of these functions. We do not necessarily replace existing professionals. Our job is to work with our clients to understand their goals, and to make sure all the pieces of the financial engine are working together.
Financial Planning
Someone once said, “If you don’t know where you are going, any road will get you there”. We believe most people know where they want to go. Our job is to help create a plan that will get you there.
Good planning provides the framework for other important decisions. It can identify potential tax issues down the road. Or it can identify opportunities. Like the ability to afford a lifestyle or a particular purchase beyond what you thought was possible.
Alternatively, it can illustrate ways to finance business succession strategies, or the kind of lifestyle achievable once a business is sold and turned into liquid assets.
Take a tour of a comprehensive integrated Financial Plan
When it comes to investing money, we believe the best way to make money is first not to lose it. The best way to accomplish this is to invest with an eye to protecting capital.
Click for a presentation which provides the rationale for our investment approach and our solution for reducing risk and increasing returns for our clients.
When it comes to picking actual investments, BMO Nesbitt Burns is one of the best investment firms in Canada. In fact we have been ranked top in research for the past 25 consecutive years.
* Click here for the latest Brendon Wood International Equity Research Rankings.
In addition, BMO Nesbitt Burns provides access to the top discretionary managed assets programs in Canada. Utilizing combinations of the top institutional money managers in the word enables us to construct portfolios that can deliver consistent returns while enabling you to sleep at night.
* Click here to see an example of a multi manager portfolio. Please note, this kind of portfolio diversification is achievable with portfolio’s of $500,000 and up.
1The comments included in the publication are not intended to be a definitive analysis of tax law: The comments contained herein are general in nature and professional advice regarding an individual’s particular tax position should be attained in respect of any person’s specific circumstances.
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.
3Brendan Wood International Survey. Institutional Equity Research, Sales and Trading Performance in Canada, 2008 Report.
4The 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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