Connecting you to customized wealth advice and solutions at BMO Private Wealth

Lindita Sulemanovski and Candice Dziedziejko standing beside each other in front of a building. Text overlay: CD associates, BMO Nesbitt Burns

CD Associates is your premier wealth advisory group, specializing in family wealth management to provide our clients the 'Possibility of a life well lived'. Backed by one of Canada's leading financial institutions, BMO Nesbitt Burns, our team of experts are poised to make your financial dreams a reality.

Built on a strong foundation of trust and financial literacy, CD Associates focused on the financial success of our clients while nurturing these relationships to last a lifetime. Our planning is conservative in nature which allows you to be nimble from a financial perspective as you plan to capitalize on your next personal or professional opportunity.

Once your goals are established, we implement a personalized investment strategy that is designed to achieve your goals. Regular portfolio reviews with clients allows us to maximize portfolio returns and minimize drawdowns in volatile periods. We work directly with an internal network of partners that provide comprehensive, specialized advice to assist clients with all aspects of family wealth management including:

  • Financial and Tax Planning

  • Wills and Estates

  • Business Succession Planning

  • Insurance

  • Philanthropy

  • Banking

Please contact us today to begin your financial journey and explore the 'Possibility of a life well lived'.

 

Are you doubting whether or not you have covered all of your bases? Contact us today to find out!

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