Summer Update 2022

Bill Szego, Doug Jones, Terri Szego and Richard Lawrence provide comprehensive, personalized wealth planning to high net worth families and are dedicated to helping them define and achieve 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 expertise of partners, both within BMO and outside the firm.

Together with Ann McCarron, Hill Su, Mario Glavas, Glen Breglia and Bianca Creanga, we are committed to a high level of client service. This team approach enables the sharing of historical knowledge of the market and the foresight to implement new ideas.  It also ensures that clients have the continuity of stable relationship that spans through generations.


Click here to schedule a call with a member of our team.