Our Approach

A Four-Tiered Approach

 

I have developed a 4-tiered approach that allows me to understand your personal history in relation to your money.

 

You and your money in 4 life stages:
 

Vous et votre argent en 4 étapes de vie : 

The story of your money - Accumulation
Insomnia factors - What should we do?
Your goals - What to do with them?
Wealth transfer - How do you go about it?

 

Wherever life takes you, through continuous discovery rooted in planning, we will be there to provide industry-leading solutions, while bringing the full breadth of BMO Private Wealth’s resources to keep you on track to your goals, and focused on what matters most: you.