Wealth Management
We take a holistic view of your finances. Investments are just one piece of the puzzle — we aim to understand and optimize your entire financial picture, working closely with trusted experts when needed.
Retirement Planning
Every retirement is different. We use sophisticated planning software to model your specific goals, circumstances, and “what if” scenarios — from early retirement to purchasing a cottage or funding a legacy.
Education Savings
RESPs are a powerful tool for funding post-secondary education. We can help you maximize government grants and set up an RESP that fits your family’s needs. Feel free to give us a call for more information, or if you’d like to open an RESP for your child or grandchild.
Click here to learn more about RESPs.
Insurance Planning
Insurance can do more than protect — it can enhance wealth. From critical illness to tax-sheltered investments, we customize strategies in partnership with BMO’s insurance experts.