"Oleh is an outstanding advisor who impressed us with his expertise and quality of service from day one. His depth of knowledge transformed our middle-of-the-bell curve portfolio into a tailored-for-us investment strategy. The portfolio mix perfectly balanced our need for returns with our risk tolerance. All the while, Oleh made a special effort to get to know us. What truly set Oleh apart is his commitment to understanding us beyond the standard "know your client" approach. He took the time to get to know our family, our present lifestyle, and our vision for the future. His blend of professionalism and genuine personal connection built our trust instantly. For anyone looking to elevate their financial planning and investment portfolio with a thoughtful, strategic, and personalized approach, we highly recommend Oleh.”
- Chris and Courtney D, February 2025
“Oleh is a trustworthy, personable, knowledgeable, and highly conscientious professional. His commitment to his clients is evident in the way he keeps us informed, proactively reminds us of key actions like contributions and withdrawals, and diligently follows-up on tasks without needing a prompt. We are grateful for the time and care his team dedicated to crafting a financial plan tailored to our retirement transition. Oleh constantly ensures that every step aligns with our investment strategy and financial goals. We would wholeheartedly recommend Oleh.”
- Murray and Dawn K, August 2024
“When we were seeking sophisticated investment options, Oleh and his team presented several excellent solutions that were tailored to our unique financial situation. Oleh’s ability to introduce specialists, such as tax and trust experts, was invaluable in helping us explore and select the best solutions for our family. It’s refreshing to work with a professional who is both accessible and exceptionally organized. Every time I reach out, we seamlessly continue our conversation from where we last left off. Thank you Oleh and team for your outstanding work!”
- Rangan and Dharshini S, June 2024
“I highly recommend my investment advisor, Oleh, for his compassion, extensive knowledge, and genuine commitment. He really takes the time to listen and never forces a product or investment strategy. His thoughtful visit after my husband's passing demonstrates a level of care that goes beyond financial expertise. Truly grateful for his outstanding service.”
- Doris B, June 2023
“My experience so far with Oleh and his Private Wealth colleagues has been absolutely top tier. They helped me identify tax management solutions that alleviated a significant capital gains tax last year. Oleh has been thoughtful with his investment ideas without being too prescriptive. It makes it really easy to refer others to BMO Private Wealth when I can say firsthand that the team is so exemplary”
- Mark K, January 2024
“Our investment advisor is on top of things and quick to respond. He takes time to explain and answers questions with good knowledge. Also good return on investments.”
- Saul and Shelly C, December 2021
“Our investment advisor is extremely knowledgeable and goes above and beyond!”
- Mary-Anne and Jason C, December 2022
“My advisor has to be the best of the best. I have never had a head for business, but my advisor, Oleh Marianchuk explained everything in simple terms, so that I actually understood how my money is being invested. Also, he keeps me up to date with any changes that he is making for my benefit. He does a really great job for me, even in these horrible times. He is always pleasant to talk to, returns my phone calls promptly, and answers all of my questions.”
- Valerie M, June 2023
“My advisor is easy to reach and always pleasant and extremely helpful.”
- Lori M, December 2023
“Oleh is highly responsive and highly competent and very customer focused.”
- Donna W, June 2023
“My advisor is excellent - he explains things and helps me find the best solutions. I recommend him whenever possible.”
- Kathleen L, December 2023
“Oleh is always attentive and responds quickly to any questions or requests I might have”
- Anne C, June 2023
Disclaimer: 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.