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Helping successful families navigate complexity with confidence.

Managing significant wealth often requires coordination across many areas of your financial life. Our team of Portfolio Managers and Wealth Advisors brings together specialized expertise in investment management, financial planning, tax strategies, and wealth preservation to help deliver a seamless experience.

Our professionals hold respected industry designations, including CFP®, CPA, and CFA, and collaborate with a network of specialists to address sophisticated financial needs with clarity and purpose.

We believe exceptional advice starts with understanding. Through ongoing conversations with you, your family, and your trusted advisors, we gain insight into your values, ambitions, and legacy objectives. This comprehensive perspective allows us to create personalized strategies that reflect the full picture of your life.

As part of BMO Private Wealth, we are dedicated to helping clients preserve, grow, and transfer wealth with confidence across generations.

Recent Posts

Spin Master’s Ronnen Harary on taking risks in your 20s

Aug 24, 2026 - BMO Private Wealth

From selling a novelty product on the streets of Toronto to building the company behind PAW Patrol, Ronnen Harary's career offers a masterclass for young entrepreneurs....

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Weekly Strategy Perspectives: Not-So-Boring Bonds

Aug 21, 2026 - BMO Private Wealth

This week, we tackle the primary factors driving sovereign yields higher – and the implications of those developments for the economy and investors....

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How failure shaped Stephen Smith’s success

Aug 18, 2026 - BMO Private Wealth

His story offers a reminder that long-term success is often determined not only by how entrepreneurs, investors and families respond to setbacks, manage risk and contribute to something larger than themselves....

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