Investment management to suit your needs.

Serving your best interest means offering an unbiased range of investment solutions, taking the time to explore new opportunities and accessing portfolio expertise from both our local team and the national BMO office. Tailored to your specific risk profile and goals, the right choices are informed by a depth of experience, informed research and ongoing evaluation, designed to efficiently and prudently, manage your portfolio of capital for many years to come.


Some of the key features of our investment management strategy include:

Disciplined Approach
An optimal balance of internal and external boutique investment managers based on macroeconomic analysis and your unique objectives.


Competitive Fees
Competitive rates coupled with exceptional client service.


Continuous Oversight
Rigorous due diligence and dedicated research across our platform based on investment policy and management committee standards.


Strong Performance
Proven track records for selected managers that is closely monitored on an ongoing basis.


Broad Diversification
Asset allocation strategies and opportunities that offer different approaches and styles to optimize long-term return potential and manage risk.