What we do

The Really Meaningful Meeting®: At least once every year, we have a comprehensive meeting with our clients, to check in on all the things that matter to them in their lives.

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Financial Services We Provide

Investment Management & Advisory

  • Customized portfolio strategies
  • BMO Nesbitt Burns Architect Program (professionally managed portfolios with client-directed investments)
  • Access to BMO Global Asset Management

Wealth Planning

  • Comprehensive financial planning
  • Retirement income strategies
  • Education funding solutions (RESPs, etc.)
  • Tax-efficient investment strategies

 

 

Banking & Credit Solutions

  • Personalized banking services
  • Cash management
  • Lending solutions (lines of credit, mortgages, investment loans)

Trust, Estate & Philanthropy Services

  • Estate planning and legacy structuring
  • Trust establishment and administration
  • Philanthropic planning and charitable giving strategies

 

 

Specialized Wealth Services

  • Family office solutions
  • Intergenerational wealth transfer
  • Succession planning for business owners
  • Professional client services (physicians, athletes, legal professionals)

Additional Support

  • Coordination with legal and tax professionals
  • Cross-border banking

Do you really need an investment advisor?

Yes. Here’s why.

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