A Few Reasons Why People Work With Us:
- In working with TTR & Associates you enjoy the intimate & customized wealth management experience found at a boutique firm with the strength & security offered by BMO, a large financial institution.
- We like to manage custom portfolios. You gain the benefits of a portfolio constructed and managed only for you – you are not part of a fund or pool constructed for the masses.
- We have the experience, expertise, resources and know how to specialize in working with clients facing more complex financial situations such as business owners, professionals, corporate executives, institutions and the ultra high net worth.
- We have a disciplined process built through the highest level of experience and a long term track record of success in managing wealth for sophisticated and discerning clients.
- As both your financial advisor and investment manager we are directly accountable to you. You will have a close one-on-one relationship with us and we work with your other trusted advisors to guide you every step of the way in the development and execution of your Wealth Plan.
- We have extensive experience working with clients and their family members to advise on issues regarding the intergenerational transfer of wealth.
- We value and embrace the responsibility that comes with acting as your fiduciary.