With more than 30 years of experience, we advise professionals in a variety of fields as well as affluent retirees who want sincere, direct advice, informed opinions, and attentive guidance from an advisor who understands their unique circumstances. Our approach is to complement balanced and resilient portfolios with complete wealth plans and astute tax and risk management strategies. Drawing upon the vast resources of the BMO Financial Group, we collaborate with seasoned specialists in our network for assistance in areas such as legal and accounting matters, tax and estate planning, and trust and insurance services. It is rewarding to forge long-lasting relationships. We are proud to advise clients that we’ve known since the beginning of our practice. Here is what clients say they enjoy most about working us:
We are completely honest and fiercely proud of the work we do.
We are very detail conscious and take extremely good care of everyone’s finances
We have their best interest in mind and convey this every time we speak.
When we call, we identify the reason and get right to the point whether we are providing investment recommendations, informing you about an administrative matter, or simply checking in to see how you and your family are doing.
Contact us today for a consultation