Specialties:
* Retirement & Estate Planning
* Investment Planning & Management
* Tax Minimization Strategies
* Trust Set-up
* Risk Management
* Insurance Services
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We provide High Net Worth Families and Individuals with a complete investment management and estate planning process. As your Investment and Estate Advisors, we identify and monitor your investment goals and risk profiles and determine and implement the strategies required to achieve these goals.
Equity investments are made using professional money managers, chosen from around the world through an extensive process. We meet regularly with portfolio managers to ensure that we understand how managers’ strategies meet our clients’ needs. Special situations and concentrated equity investments by clients with specific business interests are handled on a case-by-case basis, with thorough research and analysis by our number *1 rated research team on behalf of the client.
Our team's Estate Planning Specialist addresses the needs of our clients in this area, and ensures an orderly transition of assets to future generations of clients.
1Brendan Wood International Survey. Institutional Equity Research, Sales and Trading Performance in Canada, 2007 Report.
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.