One team providing complete wealth management services

We are a multi-disciplinary wealth advisory team. We offer a comprehensive range of strategies and solutions in private banking, investment management, trusts, insurance, and financial planning.

Our holistic, proactive approach helps affluent individuals and families achieve their wealth goals at all stages of their lives. Our coordinated and caring team of experienced professionals can help you save time, benefit from solid advice, and enjoy life with confidence, knowing your financial affairs being well managed.

In an effort to provide an even greater degree of personalization, our team is especially proud to offer our services in English, Polish and Portuguese.

 

If you wish to setup a meeting please contact us at (905) 897-5588 for Derek or at (905) 897-5597 for Kathy.

 

Derek Graham

Portfolio Manager, Investment Advisor & Financial Planner

Kathy Jankowski- Alves, CIM®, PFP®

Investment Advisor & Financial Planner

Meet the Team

 

 

We’re with you every step of the way

We will ask thought-provoking questions, help you to take stock of your financial position, discover what’s most important to you and your family, and provide solutions and support to generate exceptional outcomes, including: disciplined cash flow and strategy, a plan for capital preservation, well-structured and dynamic investment portfolio, Tax-sensitive family and business trust structures, family money management education, simplification of monthly bill payments and review of financial statements, charitable giving strategies, resolution of difficult emotional issues related to wealth..

 

Our Investment Process

 

 

Franchisees

Retirees

Health Professionals

 

 

Real Estate Agents

  

      

 

Business Owners

 

 

The value of BMO Private Wealth: A long-term partnership for tailored service, solutions and support

  • Industry leading team of in-house experts

  • All solutions are coordinated through a single point of contact, your relationship manager

  • Trusted, multi-generational family expertise

  • Concierge-style service

  • Competitive Fees

  • Customized, personal solutions

  • Elite professionals form a culture of teamwork, transparency and integrity

  • Proactive investment management

  • High fiduciary standards

  • Cross-Border Expertise

  • Local support, global reach
  • Strategic wealth planning professionals
  • Optimal balance of internal and external boutique investment managers based on macroeconomic analysis
  • Streamlined Reporting

 

We offer wealth management services dedicated to helping affluent families with all aspects of their wealth needs – from complex banking and borrowing, investing, wealth planning, to giving and trust services:

 

 

 

 Investment Management
 Wealth Planning
 Tax Planning

 Retirement Planning
 Estate Planning
 Insurance Services