A multi-disciplinary team of professionals


As a premier Wealth Advisory group in BMO Private Wealth, we can connect our clients to the following resources:

  • Private Banking
  • Business Banking
  • Trust & Estate Services
  • Estate & Insurance Advisory
  • Family Wealth Services
  • Philanthropy
  • Holistic Wealth Planning, which includes retirement & cash flow planning, tax planning, estate planning, trust planning and business succession


We work together with our clients’ professional counsel to ensure that our approach is fully aligned with our clients’ long term goals. We have also developed our own external network of professionals that we can confidently connect our clients with.

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