My team oversees the financial affairs of a select group of families, retirees, corporate executives, business owners and non-profit organizations. Building strong client relationships is the foundation of our approach. Our approach is personalized, built around your goals and tailored to your individual needs. We will get to know you and establish a lasting relationship based on the highest standards of service excellence, transparency and integrity. Our team will listen to what’s important to you, understand your priorities and bring it all together with defined, integrated wealth solutions.
We have the expertise to advise you personally and professionally. We will guide you to achieve your financial objectives with clarity, transparency and a disciplined process and provide individually tailored strategies to support your lifestyle, business objectives, retirement income needs and legacy goals. We’re here to help at every stage of life, taking an unbiased, holistic approach that encompasses all aspects of wealth management: portfolio management, wealth planning, education funding, mortgages and borrowing, retirement planning, business planning, estate planning, trust and insurance services, tax planning, banking, and philanthropic giving.
We are backed by a 200-year legacy of trust, insight and thought leadership. As our client, you’ll have full access to the resources and expertise of a team of specialists at BMO Private Wealth, a recognized leader in providing comprehensive investment and wealth advisory.