Tony Vuong, CFP, CIM
Investment Advisor, Portfolio Manager
We bring together and manage - on your behalf - an extended team of in-house BMO Financial Group experts based on your unique needs and objectives. This may include accountants, lawyers, professionals specializing in credit solutions, cross-border experts, insurance solutions, tax and estate planning services, as well as personal and commercial banking solutions. Together, we work collaboratively to build a total wealth management plan based on your personal situation.
With over 17 years of experience in the financial service industry, I have sincerely appreciated the importance in fostering strong client relationships among those I work closely with. My objective has always been, and will always be, to help clients achieve their personal financial goals and generational wealth by creating customized and integrated solutions to wealth management. I truly recognize the value of upholding a collaborative partnership and providing holistic advice in order to create a plan that works for you and your family.
As a partnership, I am committed to constructing value-add portfolios that maximizes long term income and growth potential while respecting the risk tolerance of each client relationship. By working strategically together, we are able to provide:
- leading investment strategies
- comprehensive wealth planning
- insurance planning
- tax and estate planning
- banking and lending
Providing you with an integrated wealth management approach means taking the time to discover and consider both your current and future wealth goals and obligations to make certain a customized and individualized solution is designed to reassure your multiple priorities have been accounted for.