Jarrett Andrews and his team is committed to enabling our clients to grow, protect and transfer their wealth, by understanding their financial needs, desires, and concerns, and then integrating the specialized resources of BMO Private Wealth and BMO Financial Group.
Objective, disciplined and pro-active new ideas are key components in the added value we provide our clients and we believe successful investing must have a diligent action and investment process.
Our team approach to client service allows for enhanced proactive advice, timely ideas, accessibility and response time, as well as specialization of responsibilities. This results in our being able to offer a broader range of wealth management services including comprehensive Financial, Insurance and Estate Planning. We also integrate a yield enhancement strategy and disciplined selling process to protect profits by incorporating covered calls, and have been successful in saving our clients money by creating tax efficient portfolios and reducing life and critical illness insurance costs. Continuous education is fundamental to our being able to provide advice on new investment vehicles and services in the context of current events and tax legislation.
We believe the key to success is found by building lasting relationships and we recognize that every client’s situation contains a different level of complexity. Let us succeed together in your wealth needs.