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We work as a team to manage investments for over 50 households. We strongly believe that clients are better served by the wisdom and experience of a full team. This team structure gives our clients peace of mind, knowing that their portfolios and those of their families will be managed for many years to come, without disruption.
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The affiliation with our BMO business partners enables us to deliover specialized expertise in personal and corporate tax, estate, trusts, business succession planning, charitable foundations, insurance and mortgage financing. Of all these areas can be utilized to develop and implement a comprehensive financial plan extending to multi generations. This is all provided to you without additional charge and recommendations will be forwarded to you for execution by your lawyers & accountants.
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We are registered portfolio managers, as well as registered to selectively use options, derivatives, and insurance to meet client’s needs.
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Our reputation for integrity, our affiliation with BMO, and our access to information within the financial and business communities at large, helps us foster client successes across many market conditions.
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We communicate frequently, and provide detailed consolidated portfolio reports, performance reports and conduct regular portfolio reviews with clients. We also personally prepare and deliver timely assessment of all major market highlights, company updates and implications for clients.