Our Track Record
Bringing more than 80 years of professional experience to the table, our team has the financial expertise to bring you results.
Our Service of Excellence
Quality of Investment Advice. Each member of our team has an extensive educational background, including two Chartered Financial Analyst charter holders as well as a Chartered Accountant designation. Unparalleled Client Commitment. We are committed to building a solid, lasting relationship with our clients. Keeping clients informed and educated is top priority. This means providing access to a wealth of educational materials, promptly returning phone calls, and quickly following up on administrative issues. It also involves monitoring accounts on an ongoing basis to take advantage of opportunities as they arise, and changing market conditions.
Supervision and Communication. We regularly review goals, strategy and portfolio performance with our clients. In addition, we inform our clients about any additional financial services that can be provided by BMO Financial Group.
Our Clients
Our clients range from business owners to retirees, professionals, non-profit organizations, and institutions. We are able to assist our clients in conducting financial, retirement, estate, and tax planning.