GOTTESMAN WEALTH ADVISORY

At Gottesman Wealthy Advisory, we are committed to building a solid, lasting relationship with all of our clients. Keeping clients informed is a top priority for our team, and this means providing access to a wealth of educational materials, promptly returning phone calls, and quickly following up on administrative issues... BMO Wealth Management offers comprehensive Estate Planning services to clients who appoint BMO Trust Company as executor of their estate. An effective estate plan preserves your wealth for your family and arranges for its orderly and tax-efficient transfer to your heirs. It can involve wills, powers of attorney and/or trusts. Our experts will work with you to create an innovative and customized estate plan, based on your needs and objectives that will form part of a complete and seamless wealth management strategy... Need advice? At Gottesman Wealthy Advisory we offer a comprehensive suite of wealth management solutions, including investing and financial..

Also known as: Gottesman Wealthy Advisory

Primary location: Toronto