Strategic Wealth Management for High-Achieving Individuals and Families

Kevin Algajer, Robert Babee, and Carmen Phillips deliver disciplined investment management and advanced planning solutions for those who expect more from their wealth.

  • Backed by BMO Nesbitt Burns
  • 25+ years of experience
  • Diversified & adaptive portfolio management 

Who We Help

  • Business owners
  • Incorporated professionals
  • High net worth individuals and families
  • corporations, charities, and foundations

What We Do

Comprehensive Wealth management

  • Investment & Portfolio Management
  • Tax & Estate Planning
  • Retirement & Income Strategies
  • Business Succession Planning 

We integrate every aspect of your financial life into one coordinated strategy

Our Approach

  1. Understand You - Your goals, priorities, and risk
  2. Build Your Plan - A tailored, integrated wealth strategy
  3. Act & Manage - Act and make adjustments as the investment environment changes 
  4. Adapt Over Time - Ongoing optimization as life evolves

What Sets Us Apart

  • Focus on after-tax results, not just returns
  • Ability to act quickly through various management strategies
  • Access to BMO's full network of specialists
  • Deep experience with complex wealth situations

Recent Posts

Weekly Strategy Perspectives: Just the FAQs Part I – Market Mayhem

Jun 12, 2026 - BMO Private Wealth

Instead of the upbeat mood we typically expect after two months of persistently rising markets and sturdy economic fundamentals, we found widespread anxiety about a variety of issues....

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Weekly Market Recap: “The AI Party Paused… and SpaceX Stole the Spotlight”

Jun 10, 2026 - ABC Wealth Management

After sprinting to record highs like a kid chasing an ice cream truck, the markets finally took a breather. Meanwhile, just when things got quiet… Elon Musk rolled up with rockets....

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Weekly Strategy Perspectives: Profile of a Bubble (How Worried Should We Be?)

Jun 05, 2026 - BMO Private Wealth

Equities pushed farther into uncharted terrain this week, exacerbating fears of an impending bubble....

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