Our team has been providing financial planning advice and wealth management to individuals, families, and corporations for over 20 years.



We work with clients that have sold a property/business, received an inheritance, are busy saving for retirement or just busy being retired. Our financial process allows the relationship to vary in emphasis with the particular situation of each client. In most cases however, the key areas of focus are cash flow, investment management, estate and insurance planning, retirement planning, financial decision making, and tax planning

 

 

Leading Investment Strategy

In-house portfolio research teams provide coverage of global markets and construct efficient portfolios

Industry leading research from BMO Capital Markets

 

 


Comprehensive Wealth Planning

Our Wealth Management Consultants come from a variety of disciplines and provide assistance with complex issues when developing your wealth management plan


Insurance Planning

Dedicated insurance specialists assist with strategies that complement your overall wealth strategy and provide asset protection


Tax and Estate Planning

Qualified and experienced in-house tax and legal expertise to help identify opportunities to reduce taxes and provide for the tax efficient and orderly transition of your estate


Banking and Lending

Dedicated Private Bankers focus on proactive banking and lending solutions to address your specific needs

 



We listen and guide our clients on every step of the key areas to help them achieve their financial goals. Client accounts are usually a combination of RSPs, RIFs, TFSAs, Non Registered, Trust and Corporate Accounts which help us minimize taxes and ensure proper asset allocation. Timely, unbiased, expert, personal client service has been the cornerstone to our success.
 
If you are looking for straight forward, experienced, honest, simple wealth management advice, then give us a call.  Click here to schedule a private consultation.  



                   

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Weekly Strategy Perspectives: Debunking the Myths of Spooky Season

Sep 18, 2026 - BMO Private Wealth

Our views on investment strategy, given the events of the past week and their impact on equity and fixed income markets....

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Investment Opportunities in Canada Across Energy, Metals and Mining and Data Centers

Sep 15, 2026 - BMO Private Wealth

Canada is poised to benefit from being at the intersection of several powerful investment themes, including energy growth, rising demand for metals and critical minerals and the buildout of AI infrastructure....

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Weekly Strategy Perspectives: Considering the Consumer

Sep 11, 2026 - BMO Private Wealth

Our views on investment strategy, given the events of the past week and their impact on equity and fixed income markets....

Read more