Service Excellence

We are committed to building a solid, lasting relationship with our clients. Keeping clients informed is top priority. This means providing access to educational materials, promptly returning phone calls, and quickly following up on administrative issues. We continually monitor our clients' accounts to take advantage of opportunities as they arise, and changing market conditions. We regularly review goals, strategy and portfolio performance with our clients.

Asset Mix Management

A key determinant to successful investing is an appropriate mix of assets -- cash, stocks and bonds. Using recommendations from BMO Nesbitt Burns' Research Department, we work closely with our clients to develop portfolios that are appropriate for them. As part of our long-term relationship, we will recommend changes to a portfolio mix if their personal circumstances change.

Financial Planning

Once a complementary full financial review is complete, we are able to identify action items and help clients set their financial planning priorities. We will also determine whether clients will need to meet with other professionals, such as a tax accountant, estate lawyer or insurance specialist in order to implement the customized plan.
Once implemented, we will review the financial plan on a timely basis or whenever there is a significant change in the clients' circumstances.
Achieving your goals doesn't just happen -- we will provide you with the careful planning and execution that is needed.

Estate Planning

Estate planning can play a crucial role in ensuring that you have greater control of your assets during your lifetime. It can also help maximize and preserve assets from unnecessary legal and tax costs, enhance provisions for your family and future generations, and ensure that your assets will be distributed according to your wishes. We, along with an Estate and Insurance Advisor, can review your present situation, establish your objectives and concerns, identify potential problems or risks, examine and calculate tax consequences, develop and implement strategies, co-ordinate with other advisors and monitor and update your plan as needed.