Welcome to The Elder Team

 

We are a group of dedicated investment professionals with a proven and disciplined approach to investing. Our process starts first and foremost with understanding your needs and the creation of customized financial plans designed to help you reach your goals. Whether you want to save for retirement, build a legacy, or just manage your existing cash flows, we offer customized investment strategies that emphasize preservation of capital and long-term growth.

Additionally, we work closely with strategists and analysts at BMO Capital Markets, which in the last 32 years has been ranked the #1 research firm 29 times. The Elder Team also maintains strong relationships with key BMO Bank of Montreal and BMO Harris Private Banking staff members for our clients’ non-investment financial needs.

 

Meet the Team

Our Process at a Glance:

A strategic approach ensures that a customized solution is designed and applied through a disciplined process, to take you through all the stages of life. We will work with you to take inventory of your current financial situation to ensure it is aligned with your overall wealth management goals, from now, to retirement and on through to estate planning.

 

Our 5-step process includes:

  1. Understanding your needs
  2. Planning for your needs
  3. Choosing your solutions
  4. Reviewing and communicating with you
  5. Evolving and adjusting your plan

 

Success Stories

Clients sitting in an Investment Advisor's office

Named Best Private Bank in Canada for 15 years in a row

Recent Posts

Weekly Strategy Perspectives: Q2 in Review – Notable Nuance

Aug 14, 2026 - BMO Private Wealth

The Q2 earnings report season is nearly complete and it’s been nothing short of a barnburner....

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Weekly Strategy Perspectives: Economic Regime Change Part III – Deglobalization

Aug 07, 2026 - BMO Private Wealth

Global trade has become an increasingly hot button issue in recent years after significant supply chain vulnerabilities were exposed by a combination of unusual economic events and shifting geopolitical priorities....

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BMO Nesbitt Burns Global Markets Commentary: New and Renewed Feuds

Aug 04, 2026 - BMO Private Wealth

July saw capital markets react to conflict, discord and feuds: all the way from war in the Middle East to the return of U.S. tariff threats and a family feud at the U.S. Federal Reserve....

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