Brezer Vos Mandell Reems & Hao Wealth Management Group

The Brezer Vos Mandell Reems & Hao Wealth Management Group on a set of stairs outside of a large building

 

At The Brezer, Vos, Mandell, Reems & Hao Wealth Management Group we provide families, individuals and corporate entities with investments, wealth management and estate planning.

As your Investment and Estate Advisors, we identify and monitor your investment goals, risk profiles and then implement the strategies required to achieve these goals.

Our Practice- We challenge successful and wealthy individuals not to accept mediocrity with their financial goals. As a Wealth Advisory team we are committed to creating an extraordinary financial contribution to our client's lives by providing in depth council in the areas of corporate structure, succession, retirement, estate and philanthropic planning.

It has been our experience that with today's busy lives many people are so focused on business and family that other areas like finances and longer term planning get neglected. We look to break that status quo and get our clients back on track. We help by putting the necessary plans and structure in place so that outcomes are not left to chance. As much as we need to grow your wealth, we also need to focus on ways to preserve it. In many cases, this will be a collaborative effort working with your accountant, lawyer and tax advisor in creating the necessary structure.

Our team's specializes and addresses the needs of our clients in this area and ensures an orderly transition of assets to future generations.

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McLean Harland Wealth Management

McLean Harland Wealth Management Group standing outside, in front of a city skyline

 

Our Mission Statement

Our priority is providing effective peace-of-mind investment advice and financial planning to high net worth individuals, business owners and professionals while offering an exceptional client experience.

We prioritize building trust while delivering results and service that demonstrate our client’s financial interests and well-being are top of mind in everything we do.

Our Investment Philosophy

Investing should not be complicated.

You should understand exactly what you own and be engaged and involved in the investment process with your advisor
We believe in protecting your capital. We work to achieve this by managing the inherent risks of investing while providing you with adequate tax effective income. You work hard for your money, and we value the opportunity to simplify the investment process to help you reach your goals.

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Dekker Hewett Labelle Wealth Advisory

Dekker Hewett Labelle Wealth Advisory on a set of stairs outside of a large building

 

Established in 2007, we seek to deliver a client experience that sets a new standard for transparency, accountability, genuine care, and comprehensive services to meet the complex, multi-disciplinary needs of affluent Canadians.

At BMO Private Wealth, we have a full suite of financial resources at our fingertips to assist you through your journey – all under one roof. They include private banking, business banking, retirement planning, tax planning, legacy creation, estate and insurance planning, trust strategies, business/practice succession planning, among others. Especially in the later phases of life, you may require added services, solutions and support and we are well positioned to deliver.

With us, wealth management is personal. We care about your outcomes and will find the best paths to achieve them. As your financial partner, we will spend the time to get to know you and understand your dreams, goals and aspirations before building holistic, tailored, integrated solutions.

We strive to anticipate your needs and help you optimize your financial life, rooting out challenges and providing timely advice to secure your wealth.

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Mark Cylwa, CIM®

Portfolio Manager & Senior Wealth Advisor

Mark Cylwa is a discretionary Portfolio Manager and Senior Wealth Advisor with BMO Nesbitt Burns, having been with the firm for over 20 years. Mark works with a variety of clients within his practice, including individuals, families, corporations and trusts.

 

Born in Southwestern Ontario with strong immigrant roots, Mark lived abroad in Africa with his family and traveled extensively for a portion of his youth. He continues to draw on those formative experiences today in appreciating the many wonderful and challenging differences in the world. Graduating with Honours from Wilfrid Laurier University, Mark completed his Bachelor of Business Administration while working and representing his varsity team in a national championship.

 

An immediate relocation to the West Coast, then securing a role with IBM Canada, eventually led Mark to another of Canada’s great organizations, BMO Nesbitt Burns. With a substantial practice of global clients, Mark has amassed a great deal of experience assessing risk and matching effective asset management to client need.

 

Mark will tell you his greatest achievement is his family, and to that end, he dedicates countless hours to his two boys.

With coaching certifications on two continents for multiple sports, he has worked with hundreds of youth on a volunteer basis. Governance, fundraising and volunteer board appointments round out his community involvement. Joining Mark in adventure and folly are his wife and parents, from which he draws immense wisdom and joy.

KMD Group

The KMD Group seated at a desk inside an office

 

Providing Advisory and Portfolio Management Services to Clients. Serving Clients Since 1985

With just about 40 years of experience we help clients achieve their financial goals by carefully developing tailor-made solutions for each client. Navigating through various types of markets and financial crises, we have added value to clients through it all.

We can guide you through an effective and holistic planning process in areas such as intergenerational wealth transfer, cash flow, long-term care, retirement and estate planning (including counsel at family meetings to share thoughts, wishes and objectives); establishing/updating wills and powers of attorney; using insurance as a safety net; and appointing an appropriate executor to ensure your benefactors are secured for the future.

Our Commitment to You:

  • Building a long term plan and a road-map for your finances

  • Being transparent and have consistent communication

  • Providing you support every step of the way

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Ryan Lee

Investment Advisor

We help YOU overcome emotional obstacles, minimize anxiety and simplify complex financial concepts to help navigate your financial journey with empathy and care.

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Patrick Smith

Investment Advisor

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Nicholas Doyle, CFA

Portfolio Manager & Investment Advisor

 

At BMO Nesbitt Burns, we can help you develop a plan that’s right for your needs – today and in the future. No matter where you are in life, our team helps individuals, families, successful entrepreneurs, business professionals and corporations by providing expert financial advice.

Working with our team

We’re here to help you plan for the expected and the unexpected in your life. From getting married, buying a home, planning for a child’s future to building a business, we can help make it all possible. Our team can help you through these important periods of transition.

About Us

Our team has a long history of supporting the wealth management needs of Canadians, and we are proud of the lasting relationships we have built with Canadian families through the generations.

Through partnerships across BMO Financial Group, our team has access to a full spectrum of resources to address the wealth management needs of clients including lending, estate and insurance, wealth planning, business succession and more.

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Andrew Slater, BRM, CIM

Investment Advisor & Portfolio Manager

Andrew Slater leads his team with a process-driven, disciplined approach, yet his working style is very warm and personal.

While completing his Bachelor of Recreation Management (BRM) as well as Diploma in Kinesiology from Langara College, Andrew worked as a professional tennis coach at Shaughnessy G&CC. He then studied Finance while playing NCAA tennis at CLU University in Thousand Oaks, California.

As a tennis pro, coaching students ranging from preschoolers to octogenarians, Andrew developed a passion for helping diverse people from various backgrounds, learning their stories, and helping them to address their fears and vulnerabilities with confident strategies. With these skills and his innate ability with numbers, Andrew has built a successful financial advisory practice. A weak backhand stroke is a lot like a financial gap – it helps to have a supportive coach beside you who sees the big picture and can guide you through it.

Andrew joined BMO Private Wealth early in 2023 to bring his clients a wide universe of integrated wealth planning and banking resources from a sophisticated network of specialists. He had previously worked at National Bank Financial for seven years, during which time he earned designations as a licensed Portfolio Manager and Chartered Investment Manager (CIM®).

Andrew and his wife love traveling, playing golf and tennis, and spending time with their friends and family. They raise money and participate in the annual Walk To End ALS , while also donating to other healthcare charities together.

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