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We want to be your Chief Financial Officer and quarterback your wealth plan. Combining world-class wealth strategies, global opportunities, and individualized service, we help affluent individuals and families with unique needs to preserve and grow their wealth.
We draw upon our extensive education, experience, and network of specialists at BMO Private Wealth to provide holistic, full-service counsel that guides our clients to achieve their life vision.
To add value, we leverage our background in global business management to optimize investors’ exposure to the global capital markets. We navigate the world of investment options and often suggest unique or more optimal solutions less available or known to the retail market.
Investment and Wealth advice,
Estate and Financial planning,
Tax strategies,
Guaranteed Investment solutions,
Insurance strategies,
Bespoke Private Banking services, and
Education to ensure you are confident, well informed and prepared to make wise decisions about your future.
Above and beyond strategic asset allocation and investment strategy, we enjoy the human component of our work the best. It is rewarding to understand our client’s multi-faceted situations and objectives and then design structures and strategies to help them achieve their goals.