We will come to know you on a personal level and consider all aspects of your life. Our process and the benefits we add along the way truly set us apart. We will take the time to genuinely understand you and work closely with you through each step of your journey.
What we value most about our work are the deep connections and sincere relationships we have with our clients. We truly value the learnings we gather from meeting a wide variety of interesting people. We will listen carefully to understand what matters to you.
Based on the South Shore, we are privileged to advise clients throughout Nova Scotia, and in many provinces across Canada.
We will address all aspects of your wealth, identify any financial gaps, and plan for the big picture while maintaining an eye for detail. We are passionate about bringing the very best opportunities to help build and preserve your wealth while providing a comfortable experience along the way. We also commit to our own ongoing professional development.
Naomi Isner is a Portfolio Manager who brings a technical, analytical mindset plus excellent idea generation and communication skills. Michelle Crouse is excellent at follow through, organization and connecting with people. We share the same philosophies:
Our role is to ensure that your investments align with your unique profile. This is a model that allows us to spend more time with you instead of at our screens and results in strong relationships. We proudly advise three generations of many of our clients’ families.
Michelle and Naomi teamed up with the mindset that two heads really are better than one. With the objective of delivering top-notch service and support to their clients, they take a collaborative approach acting as each other’s sounding board, sharing ideas and insights, and ensuring that clients always have a contact.
We listen carefully and communicate clearly in plain language. To help you make informed choices, we will discuss the issues, educate you on the necessary concepts, and present various strategic options. Together, we will decide the most appropriate solutions for you and your family, business or practice and will remain available to discuss whatever is on your mind.
The most rewarding aspect of our work is earning our clients’ trust. They tell us how much they appreciate knowing that we’ve got their backs and have their best interests at heart. At BMO Private Wealth, we are free to guide you objectively. We will tell you what we are going to do – and actually follow through to ensure it gets done.
Our goal is to deliver a superior wealth experience. We make every effort not to let the day end without responding to your email or calling back to connect. Committed to being very responsive, we follow up promptly on administrative issues and will not leave you hanging for an answer or resolution.
We understand your priorities:
We have the broad knowledge required to help you:
We have access to:
“I can’t thank you enough. You’ve given me my retirement.”
-Retired business owner
Isner Crouse Wealth Advisory Group