For over 60 years, we have worked with individuals, families, businesses and institutions to deliver wealth advisory solutions that help build, preserve and transition their wealth to the next generation.
The wealth management team that you decide to work with should share similar values to your own. Ours have always been and will continue to be:
Integrity – Do what you say you are going to do
Value – Go the extra mile to deliver exceptional client service
Relationships – Take the time to really get to know our clients and what really matters to them
That is why, in all circumstances, we commit to always:
Earn and keep your trust
Act to protect your best interests
Be fully transparent
Utilize our skill set, experience and the resources of BMO Private Wealth to best achieve your goals
Protect and grow your wealth
Our group has access to private bankers, estate planners, wealth planners and tax planners, both in the U.S. and in Canada. This allows us to provide comprehensive wealth solutions to our clients. We oversee the financial affairs of a select group of families, corporate executives, business owners, retirees, and non-profit organizations.
"After a few frustrating events with another bank, I had finally tried to manage my own investments. Unfortunately, it didn’t take me long to realize that I did not have the knowledge, time or patience to manage my portfolios which was slowing down my progress. Matt and the team have put me and my wife back on track and we no longer need to worry. After going through a financial plan exercise, we both feel much better knowing that we are now ahead of schedule for our retirement.”
- Michael, Client since October 2020
"One of the reasons why we continue to do business with the Oyler Group is because you are not only a business, but a family".
- Client since 2004
"My family has been with The Oyler Group for three generations and I personally value the trust that has been built over the years."
- Third Generation Client since 1995
Take the next step in securing your family's financial future and contact us today.
The opinions expressed above are those of the named client author and are in no way representative of the views of all clients. Client testimonials do not constitute a guarantee, warranty, or prediction regarding outcome of your investments.