Estate & Insurance Services

At BMO Nesbitt Burns we believe that access to a team of specialists can help with the process of meeting your wealth management objectives. To complement your investment strategy, your Investment Advisor may consult one of our in-house Estate & Insurance Advisors from BMO Nesbitt Burns Financial Services Inc. for asset preservation and income generation strategies.

Many people are concerned about their financial security in retirement and preserving the value of their estate for the next generation.

Whether your goal is estate preservation, income replacement, tax minimization or business succession planning our Estate & Insurance Advisors can provide you with the insurance solutions best-suited to complement your wealth management strategy.

Products available include:

• Universal life insurance with domestic, U.S. and international investment options;
• Whole life insurance;
• Term insurance;
• Disability insurance;
• Critical illness insurance;
• Annuities (registered and non-registered), and;
• Segregated funds.

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.