Providing Clarity, Purpose & Confidence
Toll Free: 1800-403-8147
429 Elizabeth Street
When you partner with us we understand how precious your wealth is. It is critical for you to know that you can trust and depend on the advice you receive. We are committed to continuously understanding your goals and vision for your wealth.
Clarity – We work with our clients to understand there complex financial situations and filter priorities to give a line of sight to what is truly important to you. We use that information to provide you with a clear financial plan to help you navigate and achieve your objectives. We also want to be very clear and transparent on what you pay for the value we provide.
Purpose – Your purpose guides our plan direction and provides the rationale behind the advice we provide. We work with you to determine your priorities and strengthen your financial goals. Our financial planning directives provide guidance to keep our clients on course through troubled waters.
Confidence – Bontempo Wealth Management offers 26 years of wealth management experience to our clients. We are partnered with BMO Nesbit Burns, a core part of Canada’s oldest bank founded in 1817. Trust, integrity and industry leading solutions help us to build and protect the wealth of our clients.