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: Myth-Busting

Aug 28, 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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Spin Master’s Ronnen Harary on taking risks in your 20s

Aug 24, 2026 - BMO Private Wealth

From selling a novelty product on the streets of Toronto to building the company behind PAW Patrol, Ronnen Harary's career offers a masterclass for young entrepreneurs....

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Weekly Strategy Perspectives: Not-So-Boring Bonds

Aug 21, 2026 - BMO Private Wealth

This week, we tackle the primary factors driving sovereign yields higher – and the implications of those developments for the economy and investors....

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