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Tim Mahoney


201 Portage Avenue
Unit 1700
Winnipeg, MB R3B3K6



My Background

Over the past ten years my practice has evolved to the point where my primary specialty is providing Retirement Income Planning for both my nearly-retired and retired clients. I work with you to define your retirement picture and then develop an income plan that will create a steady paycheque throughout your retirement. I advise on income structures, investment strategies, estate conservation, tax minimization, risk management and capital preservation strategies.

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BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. Banking services are offered through Bank of Montreal. Investment management, wealth planning, tax planning, and philanthropy planning services are offered through BMO Nesbitt Burns Inc. and BMO Private Investment Counsel Inc. Estate, trust, and custodial services are offered through BMO Trust Company. BMO Private Wealth legal entities do not offer tax advice. BMO Trust Company and BMO Bank of Montreal are Members of CDIC.

®Registered trademark of Bank of Montreal, used under license.

Bank of Montreal, BMO Private Investment Counsel Inc. and BMO Trust Company are not Members of the Canadian Investor Protection Fund.