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: Putting a Sweater on the Octopus – employment paradoxes and paradigms

Jan 16, 2026 - BMO Private Wealth

The Through Line: The wellbeing of the labor market preoccupied commentators, policy makers, Fed watchers and job hunters for much of 2025......

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Weekly Strategy Perspectives: Level-setting the ABCs of 2026

Jan 09, 2026 - BMO Private Wealth

The Through Line: In 2025, we saw a swarm of trends, concerns and surprises – many of which will follow us into the new year. Some of the themes rhymed with prior periods, while others permanently bent the arc of specific trajectories. Investors may...

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Weekly Strategy Perspectives: Surprise, Surprise

Dec 19, 2025 - BMO Private Wealth

The Through Line: For writers and poets, surprise is a gift. But investors hate plot twists – and 2025 had more than its fair share. We look back at some of the year’s biggest eye-openers, highlighting key lessons that can be carried forward into the...

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