The wealth management team that you decide to partner with should share similar values to your own. Ours have always been and will continue to be:

 

Integrity – Do what you say you are going to do

Value – Go the extra mile to deliver exceptional client service

Relationships – Take the time to really get to know our clients and what really matters to them 

 

Our mission is to build and maintain long-term relationships. Our disciplined, process-driven, highly personalized approach will identify your needs and concerns and engage BMO Private Wealth specialists and external professionals to arrive at the best solutions. Look to us for long-term, comprehensive strategies rather than short-term quick fixes. 

 

Our clients hail from all across Canada. They are quite diverse, and yet they share the same desire to protect the wealth they have built, get the best possible rate of return, and enjoy freedom from worry about any aspect of their financial well-being.

 

Take the next step in securing your family's financial future and contact us today.

 

 

Client testimonial
"After a few frustrating events with another bank, I had finally tried to manage my own investments. Unfortunately, it didn’t take me long to realize that I did not have the knowledge, time or patience to manage my portfolios which was slowing down my progress. Matt and the team have put me and my wife back on track and we no longer need to worry. After going through a financial plan exercise, we both feel much better knowing that we are now ahead of schedule for our retirement.”

 - Michael, Client since October 2020

The opinions expressed above are those of the named client author and are in no way representative of the views of all clients. Client testimonials do not constitute a guarantee, warranty, or prediction regarding outcome of your investments.