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Bill Szego, Doug Jones, Terri Szego and Richard Lawrence provide comprehensive, personalized wealth planning to clients and are dedicated to helping them define, and execute on, their financial goals.

We have over 100 years of combined experience advising clients on their financial affairs and have seen great complexity.  Our team has been able to succeed as trusted advisors to our clients by providing conservative wealth management and by leveraging the industry leading research and resources that BMO Nesbitt Burns has to offer.

Together with Ann McCarron, Mario Glavas, Glen Breglia and Andy Kamath, we are committed to a high level of client service. We strive to answer our own telephones and respond to client requests in a timely manner.