Our philosophy rests on three basic tenets: capital protection, the search for capital gains and the reduction of income tax liabilities. Our personalized relationship-based approach enables us to tailor our service offering to each client’s specific needs.
We can refer our client to the estate and insurance planning services provided by BMO Estate Insurance Advisory Services. As part of the Bank of Montreal’s Private Client Group, we can also take advantage of expert advice in banking services including personal or commercial loans, mortgages and trust services.
We’re there for clients who don’t want to be involved in the day-to-day management of their portfolio while still benefiting from advantages of a professional and specialized financial management approach. We also offer a more hands-on fee-based investment program.
We believe that these services and our personalized advice can help guide you on the road to financial success.