Asset Preservation

• Registered Asset Preservation Plan
• Estate Preservation Plan
• Trusts for Protection and Tax Savings
• Charitable Giving
• Critical Illness
• Cottage Planning

Estate & Insurance Services

Asset Preservation
Many people are concerned about their financial security in retirement and preserving the value of their estate for the next generation. Asset preservation is an integral component of any financial plan. A critical illness could necessitate the liquidation of assets which were earmarked for retirement or your estate. Estate settlement costs could substantially diminish the value of your estate. Insurance can play an important role in your financial plan as a tax-efficient asset preservation tool. The Estate & Insurance Advisors of BMO Nesbitt Burns Financial Services Inc. can provide you with the insurance solutions best suited to complement your wealth management strategy.

Registered Asset Preservation Plan
Learn how life insurance can be used to preserve your RRSP or RRIF capital for your chosen beneficiaries.

Estate Preservation Plan
Make sure that your estate is distributed according to your wishes and use life insurance as a tool for paying estate settlement costs or for estate equalization among your heirs.

Charitable Giving
Take advantage of the attractive income tax benefits from using life insurance as a charitable giving donation.

Critical Illness
Learn how a lump sum benefit payment may be used to access specialized medical care when and where you need.

For more information, contact an Investment Advisor at a BMO Nesbitt Burns branch near you who will be pleased to introduce you to an Estate and Insurance Advisor.

If you would like a BMO Nesbitt Burns Investment Advisor to contact you, simply complete this brief contact form.

Note: All insurance products are offered through BMO Nesbitt Burns Financial Services Inc. by licensed life insurance agents, and, in Quebec, by financial security advisors.