Our commitment to you

We promise to be with you and your family every step of the way to help during the various stages of your life. Together we will help establish your ideas and goals by working with you to find the answers to some of life’s biggest questions. We know your goals for the future go beyond investments. The broader picture is often very complex, and many aspects of managing your wealth require special attention.

infographic of the commitments made to clients when they work with an Investment Advisor

Our approach is different. Because our clients are different.

We challenge successful Canadian families to take action on what’s important to them in order to drive exceptional outcomes. We encourage frank discussions amongst family members about lifestyle, current situations and future financial goals to gain consensus, facilitate trust and provide clarity to all interested parties. With our collective knowledge and specialized expertise, we work closely with you to tailor a comprehensive plan that incorporates your wealth, lifestyle, interests and aspirations. And, as your needs evolve and personal situations change, we will identify opportunities and recommend solutions to make certain you remain on track to achieve our goals.

Our approach with clients is consultative in nature and begins with listening to and understanding your needs. Before we can make any recommendations or suggestions, we need to learn what your vision and objectives are and what your level of commitment is so we can help you achieve the financial component of your goals.

The Churchill Wealth Advisory Group and BMO team of experts are here to understand your life priorities and deliver on our commitment to:

  • Assess your financial goals and level of risk tolerance

  • Develop a strategic and effective in-depth plan based on your current financial picture

  • Put your customized investment plan into action, monitoring its progress over both the short and long term, with a responsibility to keep you informed based on your needs

  • Meet at your desired frequency to review your portfolio, re-evaluate and re-balance where necessary to achieve meaningful performance

Creating advocates

We are committed to building solid, lasting relationships with all of our clients. Keeping clients informed is a top priority for us. Estate planning, income and asset preservation, retirement planning, philanthropy and business succession are areas that can keep you awake at night. As your trusted wealth management team, we help you develop financial solutions that make sense and that fit with your goals and risk tolerance.