Your personalized wealth plan:
Growing your wealth
As licensed discretionary portfolio managers, we design your Investment Policy Statement to achieve your specific planning and investment goals. We will invest, monitor, and adjust the contents of your portfolio to meet the challenges of the capital markets.
Optimizing your taxes
We use tax efficient strategies such as: engaging in tax loss selling, and buying discounted bonds or corporate insurance, to reduce your tax burden annually and for estate planning purposes. When appropriate, we also collaborate with your lawyer and accountant in the planning process.
Protecting what matters
A solid plan, in of itself, provides comfort. We also offer comprehensive insurance solutions as required to meet your goals.
Managing your legacy
We can help you to realize your charitable goals - for example, by establishing a donor advised fund, or by helping you with other philanthropic giving. For more complex wills and estates, our BMO Trust Company partners can provide valuable assistance by acting as trustee, executor, or agent for your chosen executor.
