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: Witch Bubble Hunting

Oct 30, 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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Can family philanthropy help prepare the next generation for wealth?

Oct 26, 2026 - BMO Private Wealth

Our experts look at why some families see philanthropy as a way to teach decision-making, governance and financial stewardship in a real-world setting....

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"Beyond the Family Business" with Luke Hansen-MacDonald: Investing $10B in Canada's Future | Olivier Desmarais, Power Sustainable

Oct 26, 2026 - BMO Private Wealth

‘Making money, that’s fun. But having an impact, making change, and being part of something bigger, that’s even more fun’...

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