Individually managed to meet your needs and objectives.

Each portfolio is individually constructed to reflect your own investment policy statement, taking into account your needs and existing portfolio. We take the time up front to learn about you, your expectations and requirements and to explain the risks and rewards of investing.

Direct access to your portfolio managers.

You will have direct access to the team responsible for managing your portfolio.

Commitment to client service.

Our team approach ensures there is always a team member available to help when you need assistance. We are committed to providing the best client service possible.

Preparation of our own Quaterly Review.

Every three months we prepare our own Quarterly Review, which reports on what the markets have done and how our investments are performing; it also suggests a current strategy. At the time, we send a reporting package and we then follow up with a meeting and/or a phone call to review your accounts.

Tax sensitive approach to investment.

For the majority of our clients, taxation is an important factor and needs to be considered in their investment strategy. As each portfolio is run on a stand-alone basis, we can focus on your after-tax returns.

Top ranked research in Canada.

Our portfolio management efforts are supported by BMO Capital Markets' top rated research department. In its most recent survey, Brendan Wood International, an independent consulting firm, has ranked BMO Capital Markets the number one research team in Canada, continuing BMO's long tradition of excellence in research. BMO Capital Markets has been ranked first in research in every BWI survey since 1980, which represents 28 consecutive years of commitment to being the leader in Canadian equity research.


BMO Capital Markets is a trade-mark of Bank of Montreal, used under licence.