Solutions for Your Needs

Building a Solid Foundation for Wealth
Sylvia and Peter* are both 35 and they’ve just celebrated two years of marriage. With recent significant changes in their lives, and more on the way, Sylvia and Peter have begun to reassess their cash flow.

Business Succession Planning
Larry* is a business owner with concerns about keeping the business in the family and preserving the value of his estate.

Dealing with Divorce
Christopher and Elaine* have been married for 15 years. Over the years, they have built up significant wealth. After strained relations for some time, the marriage has now come to an end and they have recently separated. Both are anxious to get on with their lives.

The Educated Investor
Jerry*, a young professional who has just had a job promotion, has come to the realization that he needs more guidance concerning his financial well being.

Elder Care
Nancy and her brother Bill are in their early 50s* and have concerns about supporting their aging parents.

Multigenerational Wealth Planning
Margaret*, 70, has just inherited a large sum from her mother's estate and has also been named executor. She has never acted as an executor before and has little knowledge of what's involved.

Planning for Retirement
Steve and Diane*, aged 51 and 50 respectively, have always done their investing through their bank. With their retirement nearing, investment planning takes on a new importance.

Retiring – And Enjoying It
Richard and his wife Mary-Louise* have recently made the transition into full time retirement. Their long-time relationship with their Investment Advisor has been very rewarding.

Reviewing Your Wealth Management Needs
Sylvia and Peter* have been working with a full-service Investment Advisor for over 10 years. Although they have built a sizeable net worth, they are not without financial concerns.

Transition Planning
John* is 48 years old and was well on his way to meeting his retirement goals until last month, when his employer announced massive layoffs.

Wealth Management for Professionals
Gregory and his wife Sandy*, both 43, are successful, self-employed professionals – Gregory as one of two lawyers in partnership, and Sandy as an IT consultant. While pleased with the client bases they’ve built in the last few years, Gregory and Sandy sometimes worry that they’ve neglected other aspects of their businesses and lives.

* Fictional characters. Any similarities between them and actual clients of BMO Nesbitt Burns Inc. are accidental.