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Contact Us

Allison Pepler

Tel: 403-750-0852
Tel: 403-874-6336

Address
525 8th Avenue SW
Suite 3200
Calgary, AB
T2P 1G1
Map

Other Locations

BMO Crowfoot Branch
101 Crowfoot Way NW
Calgary , Alberta
T3G 2R2


Services We Provide

Financial Planning


A complete review of your family’s financial affairs including investments, proactive tax strategies, will & trust review 
 

Investment Policy Statement Development


A detailed discovery process to assess your risk tolerance parameters and investment objectives
These are incorporated into the Investment Policy Statement which will form the framework for all future investment decisions 
 

Discretionary Portfolio Management


Once the investment policy and asset allocation are established we will manage your portfolio on your behalf
Effective diversification, risk management and performance reporting are the cornerstones of our process 
 

Communication


Great communication is key.  We will communicate regularly with you to review your investment strategy and ensure it remains suitable as your needs change. 
 

Philanthropy


This can include the tax efficient donation of securities to your selected charities or setting up a family foundation to fund long term giving 
 

Trust and Estate Services


BMO Trust offers comprehensive estate and executor services