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: Regime Change Part II: The Evolution of Capital Markets

Jul 17, 2026 - BMO Private Wealth

This week, we delve into the many ways the stock and bond markets have evolved to provide enhanced breadth, depth and adaptability for an ever-widening circle of participants....

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Weekly Strategy Perspectives: Economic Regime Change Part I: What’s Old is New Again

Jul 10, 2026 - BMO Private Wealth

In recent years, the global order has rearranged itself on a number of fronts. Some shifts have been subtle and cumulative....

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Weekly Strategy Perspectives: One for the Record Books: Q2 Review and Q3 Preview

Jul 03, 2026 - BMO Private Wealth

Equity and fixed income markets navigated a minefield of potentially damaging disruptions during the second quarter before ending on solid footing....

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