Our approach is different. Because our clients are different.
What is most important to you? We will tailor a solution specifically for you, to maximize opportunities and mitigate potential challenges down the road. We apply disciplined, holistic, transparent and independent guidance, maintaining open and regular collaborative lines of communication, listening to you, and keeping you informed.
What We Do
We specialize in all areas of wealth management; from establishing your portfolio, to planning for your child's education, your retirement and your estate. In this way, we offer our clients complete services to coincide with both short-term and long-term investment goals. As your financial needs change over the years, we will be with you every step of the way, offering additional services that will take you to where you want to be.
Our Unique Process
We take a no-pressure, systematic approach to help you achieve your financial success. The first step in the process is meeting with you to examine your investment needs, risk tolerance and expectations. The information is then used to design a tailored portfolio to match your individual needs. After that, we formulate a customized investment plan and review it with you so that you understand exactly how these investments work to achieve your goals. You're free to take the plan with you after you leave and think about it at your leisure.
When you're ready, we will put the plan into action. BMO Nesbitt Burns will send you monthly reports and we will meet with you every quarter for scheduled portfolio reviews. Alternatively, you can monitor your performance with Gateway, our online service. Either way, you'll always know how your investments are doing.
Our approach to investing is all about helping you reach your financial goals because your success is our success.
Click here to schedule a private consultation.