Welcome to the Dilk Advisory Group

Dilk Advisory Group of BMO Nesbitt Burns is a dedicated team of wealth professionals based in Waterloo, Ontario. Our team provides comprehensive, personalized wealth management solutions designed to support you and your family through every stage of life. As part of BMO Private Wealth, we combine deep expertise with world-class resources to deliver strategies that grow, protect, and transition your wealth seamlessly across generations. Whether you’re planning for retirement, managing complex estates, or building a legacy, our mission is simple: to be your trusted advisor of choice — offering clarity, confidence, and continuity across generations.

 

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Our Services

At the Dilk Advisory Group, your goals are at the heart of everything we do. We offer personalized financial strategies designed for high-net-worth individuals, families, businesses, and institutions. Whether you're looking to grow your investments, minimize taxes, or plan for a smooth business transition, our team is here to guide you every step of the way. Let's start planning your future today — because your goals deserve more than just advice.

 

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Recent Posts

Weekly Strategy Perspectives: Q3 Earnings Watch: Scaling the Wall of Worry

Oct 09, 2026 - BMO Private Wealth

Our views on investment strategy, given the events of the past week and their impact on equity and fixed income markets....

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What to know about donor-advised funds as we head into the giving season

Oct 08, 2026 - BMO Private Wealth

If you’re planning to make a large charitable donation before the end of the year, setting up a donor-advised fund could be a great way to give....

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A 10-step checklist for first-time homeowners

Oct 07, 2026 - BMO Private Wealth

Buying your first home is a big step. While it’s an exciting journey, it can also be overwhelming. From choosing the right location to determining your budget, there’s a lot to consider....

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