Our team is committed to:
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Building solid client relationships.
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Two-way communication in terms keeping clients informed, promptly returning phone calls, and quickly following up on administrative issues.
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Providing access to a wealth of financial information and educational materials.
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Continuous monitoring accounts in order to take advantage of opportunities as they arise, adapt to changing market conditions, and adapt to changing client situations.
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Reviewing goals, strategy and portfolio performance.
What can you expect?
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Personalized solutions based on client goals, objectives and risk tolerance.
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Managed money programs utilizing proven money managers in the industry to achieve excellent results.
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Face-to-face reviews of goals and performance.
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Estate planning services.
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Insurance snalysis from a risk and taxation perspective.
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BMO Private Wealth and BMO Banking Services
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Accessibility and prompt client follow-up to calls and inquiries.