Making Wealth More Personal



We focus on providing clients creative customized solutions in a rapidly changing environment. Our experience, expertise, and extensive network provide us the tools necessary to help you reach your goals.

Our team brings to the table over 60 years experience in the financial services industry. We are backed by BMO Nesbitt Burns, a core part of the success of BMO, Canada's oldest bank founded in 1817. Through our firm, we bring research, products, and technology to our clients that set the standard in Canada and the global marketplace.

Most importantly, we know our clients. Armed with knowledge, we earn trust through our actions not our words. We strive to be a family's financial quarterback....both now and for generations to come.

Business Beliefs

1) We believe trust and responsibility are inseparable;
2) We believe knowledge is fundamental to a successful relationship;
3) We believe service is delivered not promised;
4) We believe the capital markets will create significant opportunities and challenges in the next decade and thus increase the value of advice;
5) We believe being successful in the market requires a very powerful firm behind you.