Our approach is different. Because our clients are different.

What is most important to you? We will tailor a solution specifically for you, to maximize opportunities and mitigate potential challenges down the road. We apply disciplined, holistic, transparent and independent guidance, maintaining open and regular collaborative lines of communication, listening to you, and keeping you informed.


We are here to understand your life priorities and deliver on our commitment to:

  • Assess your financial goals and level of risk tolerance
  • Develop a strategic and effective in-depth plan based on your current financial picture
  • Put your customized investment plan into action
  • Monitoring its progress over both the short and long term, with a responsibility to keep you informed
  • Meet at your desired frequency to review your portfolio, re-evaluate and re-balance where necessary

 

 

 

 

Family Issues

  • Your financial security
  • Assisting your parents
  • Assisting your children or grandchildren
  • Intergenerational Wealth Transfer
 

Retirement

  • Retirement planning
  • Retirement income options
  • Company pension transitions
  • Business succession
  • Tax savings/efficiency
 

Creating a Legacy

  • Distribution your assets:
    • Wills and Trusts
    • Estate preservation
    • Asset protection
 

Philanthropy and Giving Back

  • Your giving strategy:
    • Private foundations
    • Community foundations
    • BMO NB Charitable Giving Fund
 

Investing for the Future

  • Customized portfolio strategies:
    • Overall savings strategy
    • Fee-based solutions
    • Managed programs
    • Discretionary investment management
    • Traditional Investments
 

Protecting your Lifestyle

  • Power of Attorney
  • Disability Income
  • Survivor Income
  • Your personal health care:
    • Critical illness
    • Long-term care