We’re committed to provide an optimal client experience.
Our approach is personalized, built around your goals. We believe that every client deserves a dedicated and consistent level of service, tailored to your individual needs. Our team of professionals will listen to what’s important to you and try to understand your priorities, bringing it all together and defining your investment solutions.
Our team has the collective expertise to advise you both personally, and professionally.
Backed by a 200-year legacy of trust, insight and thought leadership.
As your investment advisor, getting to know you and establishing a lasting relationship based on the highest standards of service excellence, transparency and integrity is our commitment. You’ll have full access to the insight and resources of a team of experts at BMO Financial Group, a recognized leader in providing comprehensive investment and wealth advisory.
As a goal-oriented high achiever, Halley Georgas is passionate about setting and achieving meaningful targets and helping her clients to do the same. She earns trust by coordinating affluent families’ complex, multidisciplinary financial matters with thoughtful service touchpoints, integrity, and authentic engagement. Halley makes each family feel like they are her only client.
Regardless of the size of a client’s account, Halley begins with a complete financial plan with special focus on tax and estate planning before making any investment recommendations. She is laser-focused on enhancing performance through her disciplined and structured process and ensuring that portfolios address each client’s specific needs, life stage, long-term goals, and risk tolerance. Halley invests in the same companies she recommends to her clients, avoids risk, and consistently applies her proven instincts, common sense, logic, discipline, and knowledge.
Halley also collaborates with an extensive network of specialists to bring clients the full strength of BMO Private Wealth – including tax experts, trust and estate planners, and business succession strategists – to deliver comprehensive wealth management solutions that address every aspect of her clients' complex financial lives.