Our team is committed to:

  • Building solid client relationships.
  • Two-way communication in terms keeping clients informed, promptly returning phone calls, and quickly following up on administrative issues.
  • Providing access to a wealth of financial information and educational materials.
  • Continuous monitoring accounts in order to take advantage of opportunities as they arise, adapt to changing market conditions, and adapt to changing client situations.
  • Reviewing goals, strategy and portfolio performance.

 

What can you expect?

  • Personalized solutions based on client goals, objectives and risk tolerance.
  • Managed money programs utilizing proven money managers in the industry to achieve excellent results.
  • Face-to-face reviews of goals and performance.
  • Estate planning services.
  • Insurance snalysis from a risk and taxation perspective.
  • BMO Private Wealth and BMO Banking Services
  • Accessibility and prompt client follow-up to calls and inquiries.