The St-Germain Team is a multidisciplinary team of financial specialists available to overview with you all the strategic aspects of an integrated and personalized retirement and wealth management plan. It offers you the services of an investment advisor, a financial planner, a marketing assistant and of their administrative assistant, as well as those of a tax specialist when needed.
AN INTEGRATED AND TAILOR-MADE SOLUTION
The investing needs of our clients, as well as those of their family and business, are often complex and require a thorough understanding. Since each situation is unique, our services must be tailor-made and a integrated solution must be developed to reflect distinct financial objectives.
A PERSONALIZED APPROACH TO WEALTH MANAGEMENT
The elaboration of your investment strategy relies on an exhaustive analysis of your personal situation as well as on your specific retirement and financial objectives. Through the use of a rigorous process, we spend the necessary time at the outset to carefully gather and analyze your personal information in order to conceive with you a retirement plan that will encompass all wealth management aspects relevant to your situation, and to determine if, with the use of alternative strategies (e.g. tax-efficient or estate transfers)1, we could maximize the long-term growth of your assets.
A COMPLETE LINE OF FINANCIAL SERVICES
Through us, you get access to the complete line of financial services offered by BMO Nesbitt Burns and BMO Financial Group. The access to such a wide range of resources combined under the same roof allows us to optimize your wealth management and to offer you an integrated solution in terms of financial planning... while simplifying your life.
We believe that sound wealth management is measured on long-term performance. Our philosophy is to act selectively and prudently to insure the preservation and growth of your capital which, many times, is the product of the hard work of many generations. We take the time to perform the in-depth evaluations and analysis necessary to assure an optimal return based on the objectives and the investment policy established in cooperation with you.
BMO NESBITT BURNS
As one of North America's leading full service investment firms, BMO Nesbitt Burns, and its predecessor firms, have been committed to the highest standards in helping clients meet their investment objectives since 1912. BMO Nesbitt Burns Investment Advisors draw on the firm's top-ranked1 investment research and broad range of products and services designed to meet the specific investment objectives of individual clients. Through the combined resources of BMO Nesbitt Burns and BMO Financial Group, our Investment Advisors can help to address all your financial needs, including estate planning, insurance3 and private banking.
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, 2007 Report.
3The 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.
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.
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