Professional Portfolio Management

The freedom to live the life you want

I provide my clients with the premium level of discretionary wealth management offered through our BMO Nesbitt Burns Architect Program which gives us greater freedom to focus on what’s really important to you and the confidence of knowing that your portfolio is in the care of a trusted professional.


What is discretionary wealth management?

By delegating your investment management to an accredited portfolio manager, who works within your specific investment preferences, constraints and risk tolerance, you can free yourself from and still be confident that your investment plan is on track. Because your approval is not required for every single transaction, we can make time-sensitive decisions quickly, helping you get closer to your investment objectives and freeing you from the burden of daily portfolio decisions.