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: Economic Regime Change Part III – Deglobalization

Aug 07, 2026 - BMO Private Wealth

Global trade has become an increasingly hot button issue in recent years after significant supply chain vulnerabilities were exposed by a combination of unusual economic events and shifting geopolitical priorities....

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Weekly Market Update: August 4, 2026

Aug 04, 2026 - Cooper Algajer

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Weekly Strategy Perspectives: Anx-AI-ety Alley

Jul 31, 2026 - BMO Private Wealth

The equal-weighted S&P 500 index and the S&P/TSX both hit new highs this week....

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