We are a client-focused group that will take the time and effort to understand your personal and financial situation, goals and objectives. Our mission is to provide you with an extraordinary wealth management experience that brings you peace of mind.
1) Our three core values makes us different:
i. The client comes first. Period.
ii. Success in anything requires a realistic plan.
iii.Trust is earned through transparency in strategy, performance and fees.
2) Our discretionary portfolio management platform makes our process nimbler and more adaptive to current events than the traditional transactional model, giving us greater potential to improve your results and reduce risk.
3) We follow a proven, disciplined process for constructing and managing portfolios. It governs our stock picking, strategy execution, and consistent quarterly communication report.
4) A balanced and healthy lifestyle can reduce stress, so we strive to achieve financial peace of mind for our clients and ourselves to support good health.
5) We are a well-educated, experienced, and highly motivated group with respected credentials that takes every advantage to upgrade our skills. We provide advice with global perspective, yet our service demonstrates hometown values.
6) We work with the most established, longest serving bank in Canada that allows us to pursue our core values. BMO Private Wealth provides us with the most complex planning tools as well as the best reporting and communication facilities.