Welcome

We’re committed to provide an optimal client experience.

Our approach is personalized, built around your goals. We believe that every client deserves a dedicated and consistent level of service, tailored to your individual needs. Our team of professionals will listen to what’s important to you and try to understand your priorities, bringing it all together and defining your investment solutions.
 

Our team has the collective expertise to advise you both personally, and professionally. 

We’re here to help with all your financial priorities at every stage of your life, providing an unbiased, holistic approach that encompasses all aspects of wealth management: investment planning, wealth advisory, retirement planning, business planning, estate and insurance services, tax planning, and philanthropic giving. 
 

Backed by a 200-year legacy of trust, insight and thought leadership.

As your wealth advisors, getting to know you and establishing a lasting relationship based on the highest standards of service excellence, transparency and integrity is our commitment. You’ll have full access to the insight and resources of a team of experts at BMO Financial Group, a recognized leader in providing comprehensive investment and wealth advisory.


Click here to schedule a private consultation. 


Learn more about our team.

 
 

 

Recent Posts

Weekly Strategy Perspectives: Capital Market (R)Evolution

Oct 03, 2025 - BMO Private Wealth

The Through Line: Organized capital markets play a vital role in facilitating the transfer of funds from those with excess resources to those in need of backing......

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Weekly Strategy Perspectives: Bear Hunting

Sep 26, 2025 - BMO Private Wealth

The Through Line: Global stocks have been repeatedly hitting new highs, leaving investors looking over their shoulders for the bubble-bursting bogey man to appear......

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Weekly Strategy Perspectives: Guest Feature - AI Beyond the CapEx Cycle

Sep 19, 2025 - BMO Private Wealth

The Through Line: After decades in development, machine learning and its latest iteration – AI – burst into the public lexicon with the introduction of ChatGPT in November 2022......

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