BMO Nesbitt Burns Wealth Planning
GPTKB entity
Statements (66)
| Predicate | Object |
|---|---|
| gptkbp:instanceOf |
gptkb:Insurance_Company
|
| gptkbp:affiliatedWith |
gptkb:BMO_Bank_of_Montreal
|
| gptkbp:has |
certified financial planners
a strong online presence a team of experts investment advisors a long history a diverse client base a dedicated support team a client-centric approach a strong reputation a comprehensive approach a strong compliance framework a client advisory board a global investment perspective |
| gptkbp:has_a_focus_on |
tax optimization
|
| gptkbp:headquarteredIn |
gptkb:Canada
|
| https://www.w3.org/2000/01/rdf-schema#label |
BMO Nesbitt Burns Wealth Planning
|
| gptkbp:is_committed_to |
client satisfaction
continuous improvement |
| gptkbp:is_governed_by |
gptkb:Canadian_Securities_Administrators
|
| gptkbp:is_involved_in |
community initiatives
sustainability initiatives financial advocacy. |
| gptkbp:is_known_for |
personalized service
proactive communication trustworthy advice holistic_financial_planning |
| gptkbp:is_part_of |
gptkb:BMO_Financial_Group
|
| gptkbp:is_recognized_for |
ethical practices
client education programs |
| gptkbp:offers |
insurance solutions
risk management solutions investment management portfolio management financial literacy programs financial goal setting financial coaching wealth transfer strategies philanthropic planning alternative investment options customized investment solutions business succession planning family wealth planning socially responsible investing options wealth management seminars wealth_accumulation_strategies |
| gptkbp:provides |
market analysis
financial planning services financial education estate planning services cash flow analysis investment research financial risk assessment financial statement analysis retirement income strategies wealth preservation strategies investment diversification strategies investment policy statements financial performance reviews financial product recommendations financial scenario planning |
| gptkbp:serves |
corporate clients
individual clients |
| gptkbp:specializesIn |
retirement planning
|
| gptkbp:utilizes |
financial technology
|