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.
Meet the team
Your financial life is more than just numbers. Our planning process is designed to bring clarity and confidence to your future.
Discover disciplined investment strategies tailored to your goals, values, and risk profile —designed to help you achieve lasting success.
Enjoy personalized banking solutions with a dedicated Private Banker at BMO Private Wealth — your partner for seamless banking and lending coordination.
Safeguard your family’s legacy and navigate complex multi-generational wealth decisions with confidence through our comprehensive trust and estate services.
Partner with experienced tax professionals to implement strategies that minimize taxes and maximize your wealth.
Turn your values into meaningful action. Our philanthropy services help you create a lasting legacy through impactful charitable giving.
