Starting Out

Insurance Basics
Insurance - overlooked by many investors - can play a major role in fulfilling your investment strategy. Are you:

• Looking for a tax-efficient alternative to save for retirement after maximizing your RRSP contributions?
• Wanting to keep a cottage in the family but worried about capital gains tax?
• Wondering what would happen to your family’s lifestyle if you or your spouse were suddenly unable to provide income?

These are just some of the questions to which insurance products can help provide answers.

Contact an Investment Advisor at a BMO Nesbitt Burns branch near you who will be pleased to introduce you to an Estate & 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.