Skip Navigation

Whether you’re focused on growing your investments from in a tax efficient way, leaving a legacy to your heirs, or have concerns about adequate insurance coverage, your Investment Advisor will collaborate closely with our Estate and Insurance Advisors (Financial Security Advisors in Quebec) to help with all of your estate and insurance needs.



HOW WE HELP

 


 

Working closely with our specialized BMO Financial Group partners, your Investment Advisor can help you plan for the future and prepare for the unexpected.

ESTATE PLANNING

 

Your Investment Advisor can help you organize your assets and meet with estate planners to discuss your needs. By working alongside a BMO Estate and Insurance Advisor (Financial Security Advisors in Quebec) and other BMO professionals, your Investment Advisor can assist with developing an estate plan that complements your current financial situation and communicates your wishes for the future.

INSURANCE SERVICES

 

We can show you how an insurance strategy can preserve or enhance your estate, provide protection and risk management solutions in the event of critical illness, disability, and look after your family in the event of your untimely death.


COMMENTARY

COMMENTARY

 


 

 

New Tax Rules May Affect Your Estate Plan.

 

New legislation that takes effect on January 1, 2016, will have significant income tax implications for existing and future testamentary trusts. Here we provide a brief overview of the upcoming changes to testamentary trusts, as well as changes to spousal, alter-ego and joint-partner trusts. New legislation that will provide additional flexibility in the tax treatment of charitable donations made after death is also discussed.

 

 New Tax Rules May Affect Your Estate Plan (346 KB, PDF)

 

COMMENTARY

 


 

New Tax Rules May Affect Your Estate Plan.

 

New legislation that takes effect on January 1, 2016 will have significant income tax implications for existing and future testamentary trusts. Here we provide a brief overview of the upcoming changes to testamentary trusts, as well as changes to spousal, alter-ego and joint-partner trusts. New legislation that will provide additional flexibility in the tax treatment of charitable donations made after death is also discussed.

 


OTHER SERVICES

 


 

See how our services can help address your complete financial needs.

INVESTMENT MANAGEMENT
INVESTMENT MANAGEMENT
With access to a full range of investment products and solutions, your Investment Advisor will create and implement an investment strategy aligned to your unique circumstances.

With access to a full range of investment products and solutions, your Investment Advisor will create and implement an investment strategy aligned to your unique circumstances.

WEALTH PLANNING
WEALTH PLANNING
Through a trusted relationship and a solid understanding of your goals and financial situation, your Investment Advisor can help you reach your short-term and long-term wealth objectives.

Through a trusted relationship and a solid understanding of your goals and financial situation, your Investment Advisor can help you reach your short-term and long-term wealth objectives.

BANKING & BORROWING
BANKING & BORROWING
By understanding your lifestyle and your complete financial picture, your Investment Advisor can simplify your banking and investing with solutions that support both priorities.

By understanding your lifestyle and your complete financial picture, your Investment Advisor can simplify your banking and investing with solutions that support both priorities.

Philanthropy
PHILANTHROPY
Your Investment Advisor can help you explore opportunities to put some of your wealth to work for future generations, and leave a legacy that reflects your passions and interests.

Your Investment Advisor can help you explore opportunities to put some of your wealth to work for future generations, and leave a legacy that reflects your passions and interests.


CONTACT US

 


 

If you’re not already working with a BMO Nesbitt Burns Investment Advisor, start the conversation today.
We invite you to contact an Advisor in your area. We’re here to help.