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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 |
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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 |