The Financial plan
is the most important document in your investment decision making process. It is the road map to give you the peace of mind when deciding on your family's present and future financial course.
Understanding your unique needs and circumstances is at the heart of our wealth management approach.Our two-way process allows you and your Portfolio Manager to work together to develop and implement a customized strategy tailored to meet your goals.
Gordon can draw upon the full depth and breadth of the BMO Financial Group of Companies to provide you with an integrated and multi-disciplinary wealth management solution. This includes all aspects of managing, protecting and transferring wealth, including investments, insurance, tax efficiency, estate planning, retirement planning, cash management, planned giving, trusts and wills.
Through a comprehensive approach Gordon will take you through a financial planning process designed to provide you with clarity regarding your business, personal, and family financial goals.