We strive to deliver exceptional investment advice and wealth planning services to successful individuals and families, business owners, professionals, inheritors, retirees who have sold businesses in the public markets, and local government and philanthropic entities. Their overwhelming satisfaction is evidenced by our strong flow of referrals.
Highly engaged, experienced, transparent, and trustworthy, we will treat you as an individual and deliver a bespoke wealth experience through a personalized relationship.
Erik, Mark and Shawn are dedicated to delivering exceptional investment advice and wealth planning services to clients. With Erik’s strong grasp of economics and deal flow, Mark’s strength in relationship building and engineering financial processes, and Shawn’s analytical skills and market vigilance, they bring a trifecta of powerful advantages.
Our mission is to help discerning clients to achieve the financial future they envision no matter how complex their needs or ambitious their goals.
Dekker Hewett Labelle Wealth Advisory chose BMO Private Wealth for two reasons;