We are a highly qualified team of individuals who enjoy working on behalf of our clients, and are always looking for ways to improve our approach, our client experience, and the way we execute our investment philosophy. Guided by our shared values, we take a collaborative approach to wealth management and planning, drawing on all our experience as well as the strength and resources of North America's 8th largest bank.
We believe in wealth preservation in accordance with our clients’ goals and values. Our advice is consistent and doesn’t waiver due to any new investment fads. We believe in owning quality investments (stocks, mutual funds, GICs). A client’s appropriate asset allocation is always considered and we rebalance when necessary.
We run an all-inclusive fee-based business. Our experience has shown that complete fee transparency is best for our clients. There is no second guessing what our intentions are. Included in this fee is high quality client service model from all our team members.
Beyond portfolio management, we provide a comprehensive financial roadmap through ongoing strategic and practical advice, experience, and an eye on the big picture, so that you stay on track with your financial goals. Where appropriate for your needs, we'll engage BMO Private Wealth specialists and external professionals to arrive at the best solutions, offering expertise in all facets of your personal, business, and family wealth needs
As a team, we have an extensive service platform which is reviewed and updated on a regular basis. It is of the utmost importance to us that clients receive an adequate amount of contact depending our their needs. We provide face-to-face meetings, telephone, Microsoft Teams reviews for clients in other provinces along with regular check-ins. Someone in our team is always available to our clients any time they have questions or of need of assistance.
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