Our team is committed to:

  • Building solid client relationships.

  • Two-way communication in terms keeping clients informed, promptly returning phone calls, and quickly following up on administrative issues.

  • Providing access to a wealth of financial information and educational materials.

  • Continuous monitoring accounts in order to take advantage of opportunities as they arise, adapt to changing market conditions, and adapt to changing client situations.

  • Reviewing goals, strategy and portfolio performance.


What can you expect?

  • Personalized solutions based on client goals, objectives and risk tolerance.

  • Managed money programs utilizing proven money managers in the industry to achieve excellent results.

  • Face-to-face reviews of goals and performance.

  • Estate planning services.

  • Insurance snalysis from a risk and taxation perspective.

  • BMO Private Wealth and BMO Banking Services

  • Accessibility and prompt client follow-up to calls and inquiries.