Welcome and thank-you for taking time to get to know us.
We’re a specialized wealth management team with a genuine interest in taking care of all the details and our experience defines the focus we place on:
“Thoughtful choices about your life goals will empower you to invest with purpose and make wealth management decisions aligned with living your best life in all areas!”
We hope you will find our website to be informative and we encourage you to consider a few initial items that can be transformational in your wealth management journey:
The value you do (or don’t) see in having an experienced financial partner to help you consistently take action that’s in your best interest.
The degree to which you’re willing to share information and act on personalized advice.
The emotional side to investing and its impact on decision-making and outcomes.
What’s your vision of success?
We welcome the opportunity to have a conversation about any aspect of your wealth management plan. This may include investments, insurance, financial planning, philanthropy, income tax, estate planning, private banking in Canada & U.S., commercial banking, &/or business succession. Our clients generally have a minimum of $1 Million entrusted to our care or are on their way to reaching this level. This is where we do our best work while maintaining a level of service consistent with our values. In saying this, we’ve always been happy to make introductions to our BMO colleagues if there isn’t a good fit.