What We Do

Discovery Process

  • Conduct an in-depth discovery of current status and investment objectives

  • Determine your tolerance for risk

  • Discuss your investment and wealth management goals

  • Assess previous investment experiences

Customized Portfolio Design

  • Build customized portfolios designed to meet your investment goals

  • Research, commentary and information on specific holdings, markets or economies provided upon request

  • Integrated investment plan with other service providers upon request (e.g. Lawyer, Accountant, Insurance Specialist, etc.)

General Services

  • Access to award-winning research for domestic and global markets

  • Access to third party research

  • Portfolio management and full service investment advice

  • Individual stock selection and tactical/strategic asset allocation

  • Tax-efficient strategies

  • Emotional management

  • Access to both proprietary and third party discretionary investment products

  • Access to premium GIC rates

  • Multi-currency account functionality

  • Automatic contributions and withdrawals to your accounts if needed

  • Electronic funds transfer capability

  • Research old certificates/investments for current status/value if needed

  • Corporate mergers and re-organization advice

  • Assistance with all documentation and administrative matters

  • Consolidated reporting

  • E-delivery of statements

  • On-line access to accounts 24 hours/day

  • Cash management accounts linked to bank accounts

  • Option strategies

Wealth Management

  • Financial Planning

  • Retirement Planning

  • Education Planning

  • Access to BMO Financial Group partners if needed (Banking, Mortgage, Private Banking, Insurance, Trust services)

  • Wealth management services upon request (Tax, Estate, Charitable giving, Insurance planning)