Each member of our team has an extensive educational background. Our credentials include the Chartered Financial Analyst (CFA®), Chartered Public Accountant (CPA), and Chartered Investment Manager (CIM®) designations as well as the Portfolio Manager accreditation, among others.
Before making any recommendations, we will have high-value discussions with you about your personal financial situations to gain a deep understanding of how you think and how your wealth is structured. Then we will build a portfolio uniquely suited to you and introduce recommendations and BMO Private Wealth specialists across the entire wealth planning spectrum to bring you the most value.
We will place your interests first, operate with transparency, honesty and integrity, and commit to building solid, trusting and lasting relationships with you and your loved ones.
Keeping you informed and educated is a top priority for our team. We want you to understand our recommendations and their advantages and risks so you don’t bail out of a sound strategy at the worst moment. We also provide access to a wealth of educational materials, insights and thought leadership through BMO Private Wealth. Our door is always open if you have questions or concerns.
To provide the most attentive service possibly, we promptly return phone calls and quickly follow up on administrative issues.
We closely monitor accounts on an ongoing basis to take advantage of opportunities and address changing market conditions as they arise. We will regularly review your goals, strategy and portfolio performance and inform you about any additional financial services that are available to you through BMO Private Wealth.