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With success comes new challenges, and managing your wealth requires a balance between meeting today’s financial needs and preparing for the future. Working closely together, your Investment Advisor can dive into your evolving life and explore how you can effectively build and manage your wealth.



HOW WE HELP


We can help you create a plan for your wealth that works hard to help you achieve your goals at every stage of your life.

FINANCIAL PLANNING

We know that your needs and goals are unique to you and change over time. Your Investment Advisor will get to know you and your financial situation to establish clear goals, and create custom solutions to help you get to where you want to be.

RETIREMENT PLANNING

Whether your retirement goals are simple or complex, it takes careful planning to bring them to life. Your Investment Advisor can work with you to help you plan, so that you not only enjoy the retirement you planned for, but that your retirement years are as rewarding as possible.


OUR PRODUCTS


We offer an extensive range of products designed to grow, preserve and transition your wealth according to your risk tolerance, time horizon and financial priorities.

REGISTERED PLANS & ACCOUNTS

Whether you’re saving for retirement, a child’s education or looking to create a stream of retirement income from your investments, your Investment Advisor will show you how to take maximum advantage of tax-effective registered savings vehicles to reach your goals.

Whether you’re saving for retirement, a child’s education or looking to create a stream of retirement income from your investments, your Investment Advisor will show you how to take maximum advantage of tax-effective registered savings vehicles to reach your goals.

There are many benefits associated with registered plans, and your Investment Advisor can create a personalized investment strategy to help you take full advantage of them.

Registered Retirement Savings Plan (RRSP)

One of the most effective retirement savings and vehicles available to most Canadians, an RRSP provides a number of important tax benefits.

Registered Retirement Income Fund (RRIF)

As an extension of your RRSP, a RRIF allows you to continue to earn tax-deferred income of your retirement assets until they are withdrawn, in order to provide you with annual income during your retirement.

Tax-Free Savings Account (TFSA)

A highly flexible registered savings account that allows you to save for any goal on a tax-free basis. Withdraw funds on a tax-free basis at any time, for any purpose.

Registered Education Savings Plan (RESP)

One of the best ways to save for a child’s education, an RESP is a tax-deferred savings plan offering government benefits that accelerate the growth of your plan.

INDIVIDUAL PENSION PLANS

High-income executives and incorporated professionals often have retirement planning needs that go beyond the scope of RRSPs. An Individual Pension Plan (IPP) can help meet those needs.

High-income executives and incorporated professionals often have retirement planning needs that go beyond the scope of RRSPs. An Individual Pension Plan (IPP) can help meet those needs.

RRSP contribution limits may not allow some professionals or high-income earners the latitude to save enough to maintain their desired standard of living in retirement. An IPP is a retirement savings vehicle that allows higher tax-deductible contributions and accelerated tax-free growth of retirement assets than conventional alternatives such as RRSPs.

An IPP is a defined benefit pension plan designed for one person and sponsored by an incorporated company. It is intended to provide a predetermined lifetime pension.

At BMO Nesbitt Burns, we offer a turnkey IPP solution that includes professional investment advice, custody of plan assets, a corporate trustee arrangement and the services of an established independent actuarial firm.

PLAN SPONSOR CONTRIBUTION REMITTANCE

Plan Sponsors have the ability to remit contribution information online for proprietary group plans. Click the appropriate link below to remit your contribution information file.

Plan Sponsors have the ability to remit contribution information online for proprietary group plans. Click the appropriate link below to remit your contribution information file.

Registered User (Opens in a new tab)


COMMENTARY


Confidence comes with a plan: The changing facts about financial planning

Watch video

COMMENTARY


Confidence comes with a plan: The changing facts about financial planning

Watch video

OTHER SERVICES


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


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.


ESTATE & INSURANCE ADVISORY
Through proper planning your Investment Advisor can help you ensure your wealth is passed along smoothly and efficiently to your chosen beneficiaries, making certain that your wishes are respected.

Through proper planning your Investment Advisor can help you ensure your wealth is passed along smoothly and efficiently to your chosen beneficiaries, making certain that your wishes are respected.


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
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.


connect with us


If you are a current BMO Nesbitt Burns client, please contact your Investment Advisor for a conversation.
We’re here to help.

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BMO Nesbitt Burns is pleased to announce the launch of our two Chinese-language sites.

Set your language preference now and see how we can provide you with personalized wealth management advice.