Putting Clients First Means...
We put our clients first in everything we do.
Investment Management Fees
We believe that clients deserve better. This means working with you to develop a customized fee arrangement. Our goal is to provide the best value for the fees you pay.
I want to tailor the services we provide to you and not the other way around.
I have access to a wide array of specialists to be able to work with you in even the most complex situations. Whether it is business succession planning, generational wealth transfer, advanced tax structures, we can help and this is part of our value to our clients.
Money Is Personal
I will work closely with you to understand your goals, what are your top priorities that matter most, and have regular communication with you. I believe this relationship is for life and is not dependent on whether your assets drop below a particular dollar value. Together as a BMO Team, we will find the right solution for you at every stage of life. We understand that money is personal and face to face is our preference whenever possible.