We believe that our clients deserve to be treated as unique individuals. Our relationship with our clients is founded by gaining a thorough understanding of what's most important to them. From there we create meaningful plans, trusted investment solutions and successful long-term partnerships.
Our process integrates our High Conviction investment beliefs with supporting wealth planning, insurance, estate and tax planning strategies where needed. Our Team offers a personalized approach while bringing the depth of resources of BMO.
We specialize in working with business owners, professionals and high net-worth individuals who share our vision and want a "Personal CFO" who is invested in their success.
We hold the Personal Financial Planner (PFP) designations as well as the Chartered Investment Manager (CIM) designations and are Portfolio Managers at BMO Nesbitt Burns.