Promises kept. Potential fulfilled.

Working with Dekker Hewett Labelle Wealth Advisory

 

Established in 2007, we seek to deliver a client experience that sets a new standard for transparency, accountability, genuine care, and comprehensive services to meet the complex, multi-disciplinary needs of affluent Canadians.

 

At BMO Private Wealth, we have a full suite of financial resources at our fingertips to assist you through your journey – all under one roof. They include private banking, business banking, retirement planning, tax planning, legacy creation, estate and insurance planning, trust strategies, business/practice succession planning, among others. Especially in the later phases of life, you may require added services, solutions and support and we are well positioned to deliver.

 

With us, wealth management is personal. We care about your outcomes and will find the best paths to achieve them. As your financial partner, we will spend the time to get to know you and understand your dreams, goals and aspirations before building holistic, tailored, integrated solutions.

 

We strive to anticipate your needs and help you optimize your financial life, rooting out challenges and providing timely advice to secure your wealth.

Clients describe us as:

  • Trusted
  • Experienced
  • Knowledgeable
  • Engaged
  • Personable
  • Consultative
  • Caring and compassionate
  • Independent and objective
  • Always working in their best interests

 

We deliver:

  • Direct, hands-on investment management by licensed Portfolio Managers and a Chartered Financial Analyst (CFA®)
  • A full suite of holistic wealth management and banking services focused on you and your family, business, practice or organization
  • Multi-disciplinary, team-based services
  • Goals-based financial and investment plans
  • Independent and product agnostic advice – our only agenda is securing the best outcomes
  • Accessible and transparent services and regular communication
  • Above-and-beyond assistance with all kinds of financial matters
  • Access to our own proprietary, CFA-authored research and market commentary
  • A team of experts united in our commitment to serving you, with different views that complement each other in our drive to provide strong, steady returns, exclusive investment opportunities and peace of mind.

 

We value our clients:

  • Our team, process and value system put you first. We pride ourselves on building trust and life-long, meaningful relationships. These and our robust referral network attest to our client-first culture and commitment.
  • You always have direct access to our team. You’ll never get voicemail in our office unless you call at midnight.
  • You’ll always be in the know. Valuing transparency and investor education, we provide you with the context and rationale behind all our decisions and keep you informed about market developments and opportunities. Every Friday, you will receive our proprietary Market Watch Weekly in video and print, authored by our team.