Meet Steve Tasker

Estate and Insurance Planning

Steven Tasker
Estate & Insurance Advisor
BMO Nesbitt Burns Financial Services Inc.

Steven Tasker, has over 34 years experience in the financial services industry. In early 2001, he was lured out of retirement by BMO Nesbitt Burns Financial Services Inc, where, he assumed his current position as an Estate & Insurance Advisor.

His approach is to listen to our client’s thoughts on their wants and needs so that he can provide a comprehensive proposal showing the various choices a client may have to help them reach their estate and financial planning goals.

Steve has been especially effective in helping individual clients to:

  • Structure income for maximum tax advantage

  • Increase spendable retirement income while reducing risk and taxes

  • Minimize the estate values lost to pay taxes

  • Simplify the distribution of estate assets to heirs

  • Develop strategies to minimize exposure to the various matrimonial laws

  • Build strategies to allow for business succession, tax effectively

  • Turn taxable corporate assets into future tax free capital for heirs