During regular interaction with clients, Investment Advisors often uncover opportunities to build stronger relationships with their clients. Sometimes this involves having access to financial products and services outside of the traditional IA/Client relationship. Being part of the BMO Financial Group allows us to leverage a host of financial products and services for our clients.

Our association with the Bank of Montreal puts you close to banking specialists that will find the right solution for your needs. Personal or business loans, credit cards, every day banking and mortgages are just some of the products you will have access to.