Working with us

We are committed to help our clients build, manage and protect their wealth.


First, we take a consultative approach to understand our clients' needs. We draw upon the full depth and breadth of BMO Financial Group to provide our clients with integrated wealth management solutions. This includes:

 

  • Comprehensive Investment Advice

  • Financial and Retirement Planning

  • Wills & Estates Consultation

  • Insurance Solutions

  • Charitable Giving & Philanthropy

  • Personal & Commercial Banking and Lending 


Our Client Communications

We ensure that our clients are well-informed about their financial circumstances and their portfolios:

Face-to-face meetings:
These are an essential and an enjoyable part of our communication strategy. We enjoy sitting down with our clients to hear what is new in their lives and answer any questions or concerns they may have

Regular phone reviews: 
The periodic review enables us to talk to our clients and allows our clients to ask us their questions. Clients let us know what is on their mind, and what their important issues may be

Online access:
Clients are able to look at their portfolios online via our secured "Gateway” portal. Client can access their updated portfolio value, transaction details and access their electronic monthly statements
 

Quick Response to clients' queries: 
We strive to return all clients' phone calls and emails within a day. This is our commitment to ensure clients can rely on us and they are well taken care of


Market Updates and Educational Materials: 
We send out market updates and wealth planning articles periodically to educate our clients and keep them up-to-date