Our Value Proposition

We are committed to constructing value-add portfolios that maximize long-term income and growth potential while respecting the risk tolerance of each client relationship

BMO Financial Group Partners

Leading Investment Strategy

In-house portfolio research teams provide coverage of global markets and construct efficient portfolios

Industry leading research from BMO Capital Markets

Comprehensive Wealth Planning

Our Wealth Management Consultants come from a variety of disciplines and provide assistance with complex issues when developing your wealth management plan

Insurance Planning

Dedicated insurance specialists assist with strategies that complement your overall wealth strategy and provide asset protection

Tax and Estate Planning

Qualified and experienced in-house tax and legal expertise to help identify opportunities to reduce taxes and provide for the tax efficient and orderly transition of your estate

Banking and Lending

Dedicated Private Bankers focus on proactive banking and lending solutions to address your specific needs