We help our clients understand & achieve their most profound dreams.

 

Philosophy

The only true path to investing lies in Financial Planning. And the only true path to Financial Planning lies through Integral Planning. Integral Planning requires a solid understanding of a clients' present and future desired financial states.

Further, Integral Planning requires an in depth understanding of each individual's unique relationship with money as well as an understanding of an individual's deepest and most profound life goals. As a consolidated process, Integral Planning ensures that resources are properly allocated to achieve a client’s most meaningful dreams. Further through this unique process of financial self-awareness, the financial plan is maintained and the long term goals are achieved.

 

Contact Us

  #PortraitsInExcellence: Michael Lem and Oscar Yu

   by Tim Simpson,FEA, Senior Estate Insurance Advisor at BMO Estate Insurance Advisory Services Inc.

Michael Lem is a Renaissance man. He did not grow up speaking Chinese, so he learned it as an adult. He also learned Portuguese. He also taught himself how to play guitar.


He is an exceptionally giving human being, including philanthropically, expecting nothing in return.

And yet he is truly humble. But when talking about him, we will not be. Michael, we are proud of you, and everything you do for everyone around you!

It is easy to see why Oscar Yu, CFA, CIM, as such a multifaceted person, is such an important member of Michael’s team. He too is multilingual, being fluent in Cantonese and Mandarin. He is an avid golfer, an enthusiastic recreational basketball player, a long-distance runner – and an expectant father! Congratulations Oscar!

 

See it on LinkedIn 

#PortraitsInExcellence: Michael Lem and Oscar Yu

By Tim Simpson, FEA, Senior Estate Insurance Advisor at BMO Estate Insurance Advisory Services Inc.

Sure, we use the word “philanthropy” a lot. But do we know what it really means?

Its etymology, I mean.

It comes from the ancient Greek. Philos means loving or fond of. Anthropos means human being, or mankind.

Literally, therefore, philanthropy means “love of mankind.”

How fitting a description for Michael Lem and Oscar Yu. Two people who constantly give and expect nothing in return.

Thank you, Michael and Oscar, for showing the way.

/documents/201626/201651/Michael-Lem-OscarYu.jpeg/8b464ac8-fccc-4185-bb8f-1372649f0d3c?t=1758141956647

SEE IT ON LINKEDIN

Events

There are no events to show

Beyond Finances: Crafting Your Retirement Lifestyle

Event date and time from Oct 17, 2024 04:00 PM Eastern Daylight Time to Oct 17, 2024 04:45 PM Eastern Daylight TimeOct 17, 2024 04:00 PM Eastern Daylight Time - Oct 17, 2024 04:45 PM Eastern Daylight Time

Event location

On Thursday, October 17, BMO Private Wealth is hosting a client webcast with Susan Latremoille of Next Chapter Lifestyle Advisors, on the benefits of consciously planning the non-financial aspects of crafting a retirement plan.

Attendees will:

  • Discover the missing piece of retirement planning: Learn why the non-financial side of retirement planning can make all the difference in your happiness and success.
  • Avoid common pitfalls: Understand the challenges many retirees face and how to navigate them with confidence.
  • Unlock the secret to a RichLife retirement: Explore how to create a personalized retirement lifestyle plan that aligns with your passions and purpose.
  • Hear real stories: Hear inspiring stories of retirees who have found both joy and struggle in their retirement, and learn from their experiences.


This is a virtual event. Please RSVP by clicking on the RSVP button. 

RSVP

Our Latest Event

Market Volatility & US Election Uncertainty with Greg Valliere, Chief U.S. Policy Strategist, AGF Investments