Our team is proud to provide :

  • Combined +50 years of industry experience
  • Deep knowledge of investing, financial planning, commercial banking and lending
  • Dedicated team approach, our client is surrounded and serviced by a team of 4
  • Access to the vast resources of BMO Private Wealth, one of North America’s leading full-service wealth management firms
  • Experienced in providing customized advisory services to clients who live in different provinces of Canada, cross-border, new comers and non-resident.
  • We are fluent in English and French

To arrange your complimentary consultation or for more information regarding any of our services, please contact us at 403-260-9121.

Meet The Team

Our Services

Wealth Planning: A wealth plan helps you understand where you are and where you want to be. We create a plan to help get you there.

Click here for more info.

Investment Management: If your goal is to grow and/or preserve your wealth, we can suggest an investment strategy that's right for you.

Click here for more info. 

Estate Planning: The Baribeau Chung & Associates team  will work with you to create a comprehensive estate plan that aligns with your values. 

Click here for more info. 

Tax Planning: Tax minimization is a key strategy to manage your wealth. A Baribeau Chung & Associates professional will work with your current tax team to help you effectively manage your assets. 

Click here for more info. 

Responsible Investing:  We know that many of our clients focus on making a difference today for a better world tomorrow. We help you invest responsibly. 

Click here for more info. 

 

Cross-Border Solutions: If you spend a significant amount of time in the U.S., we can help you manage your financial needs on both sides of the border. 

Click here for more info. 

 

We are committed to provide an optimal client experience - Our approach is personalized, built around your goals. We believe that every client deserves a dedicated and consistent level of service, tailored to your individual needs. My team of professionals will listen to what’s important to you and try to understand your priorities, bringing it all together and defining your investment solutions.

Our team has the collective expertise to advise you both personally, and professionally - We’re here to help with all your financial priorities at every stage of your life, providing an unbiased, holistic approach that encompasses all aspects of wealth management: investment planning, retirement planning, business planning, estate and insurance services, tax planning, and philanthropic giving.

Backed by a 200-year legacy of trust, insight and thought leadership - Getting to know you and establishing a lasting relationship based on the highest standards of service excellence, transparency and integrity is our commitment. You’ll have full access to the insight and resources of a team of experts at BMO Financial Group, a recognized leader in providing comprehensive investment and wealth advisory.

Interested in learning more about our wealth management views and our process? Click below.

Our Process

Named Best Private Bank in Canada for 15 years in a row