We are a trusted advisory team with over 30 years of experience guiding Fredericton professionals, business owners, retirees, and affluent families to actively build and sustain their financial security. We also advise institutions such as the villages, unions, associations, churches, etc.
Our well-balanced, diversified portfolios and complete, integrated wealth planning services tap into the extensive resources of BMO Private Wealth to help you plan, grow, protect and transition your wealth. Acting as your single point of contact, we will simplify the complexities that can accompany wealth and help you prepare for and respond to changes in your life and the world.
We are experienced in delivering:
Banking and borrowing services
Trust and estate services
Business owner advisory
With compassion and care, we assist our clients with an extra measure of sensitivity that resonates with people who have lost a spouse or are new to Canada.
Our research-driven advice can help solve challenges from the simple to the complex – whether your needs are related to your portfolio, a home or car purchase, or any other financial decision. We are here to help.
Our expertise, adaptability and dedication have helped clients to enjoy enduring success within an ever-changing investing environment. Regardless of the size of the account, we appreciate each and every client and aim to build long-standing relationships with their families.