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Contact Us

Allison Pepler
Dave Foraie
Lorna Partsch
Tali Jang-Stewart

Tel: 403-750-0852

525 8th Avenue SW
Suite 1000
Calgary, AB
T2P 1G1

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 


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


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