BMO Financial Group is a recognized leader with over 200 years legacy of trust in providing comprehensive investment and wealth advisory.
As your investment advisor, we are held to the highest standard by our firm and IIROC (Investment Industry Regulatory Organization of Canada). The cornerstone of our client relationships are established based on service excellence, transparency and integrity. With every piece of advice that we offer, you can be confident that we have researched and explored each angle through our rigorous due diligence processes.
Our team has over 50 years of collective expertise to advise you both personally and professionally.
Our goals extends beyond seeking great investments returns in a tax-efficient and balanced-risk manner. We’re here to help with all your financial priorities at every stage of your life, ensuring that you fully comprehend and are comfortable with all aspects of wealth management, including investment management, retirement planning, business planning, estate and insurance services, tax planning, and philanthropic giving.
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 vision is to help our clients and their family protect and preserve wealth to achieve their personal and financial goals.