Specialties:
We help clients select their optimal investment strategies by setting financial planning priorities, implementing a plan tailored to clients needs, and by maximizing opportunities relating to tax, risk management, asset protection and estate needs.
Philosophy We firmly believe that our clients' interests are best served by taking a fully diversified portfolio approach to investing. We have always stayed on the conservative end of the financial spectrum, working closely with individual and corporate clients to achieve long term financial success. We fully customize financial portfolio's to each individual client's needs. Whether our clients are conservative investors looking for income, or growth-oriented investors, we will design an investment strategy that fits each client's needs and meets their established goals.
Service Excellence We are committed to building a solid, lasting relationship with our clients. Keeping clients informed is top priority. This means providing access to educational materials, promptly returning phone calls, and quickly following up on administrative issues. We continually monitor our clients' accounts to take advantage of opportunities as they arise, and changing market conditions. We regularly review goals, strategy and portfolio performance with our clients.
Asset Mix Management A key determinant to successful investing is an appropriate mix of assets -- cash, stocks and bonds. Using recommendations from BMO Nesbitt Burns' Research Department, we work closely with our clients to develop portfolios that are appropriate for them. As part of our long-term relationship, we will recommend changes to a portfolio mix if their personal circumstances change.
Financial Planning Once a complementary full financial review is complete, we are able to identify action items and help clients set their financial planning priorities. We will also determine whether clients will need to meet with other professionals, such as a tax accountant, estate lawyer or insurance specialist in order to implement the customized plan. Once implemented, we will review the financial plan on a timely basis or whenever there is a significant change in the clients' circumstances. Achieving your goals doesn't just happen -- we will provide you with the careful planning and execution that is needed.
Estate Planning Estate planning can play a crucial role in ensuring that you have greater control of your assets during your lifetime. It can also help maximize and preserve assets from unnecessary legal and tax costs, enhance provisions for your family and future generations, and ensure that your assets will be distributed according to your wishes. We, along with an Estate and Insurance Advisor, can review your present situation, establish your objectives and concerns, identify potential problems or risks, examine and calculate tax consequences, develop and implement strategies, co-ordinate with other advisors and monitor and update your plan as needed. We welcome the opportunity to share our ideas and recommendations with you. Please contact us to set up a meeting. If you have any comments or suggestions for our website, please contact Zoe by phone at (604) 443-1594, or by email: zoe.adrian@nbpcd.com. About BMO Nesbitt Burns As one of Canada's leading full service investment firms, BMO Nesbitt Burns Inc. has established a reputation within the financial services industry. Since its origins in 1912, the firm has been committed to helping clients meet their investment objectives and goals, with the highest of standards.
As part of the Private Client Group, BMO Nesbitt Burns is able to provide clients with access to one of the broadest selections of investment solutions and products available today.
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.
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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