LISTEN, UNDERSTAND, SOLVE
What do WE do?
We provide our clients with a best in class Wealth Management Experience.
Why do WE do what you do?
We BELIEVE in the power of the advisor-client relationship
We BELIEVE the capital markets will create significant opportunities and challenges in the next decade and thus increase the value of advice
We work with clients who recognize that IA selection could be more consequential to their long term well being than actual investments
We BELIEVE that every clients deserves a Financial Plan.
We BELIEVE all fees should be upfront and made available to the Investor.
How do WE do what you do?
A simple and straight forward 4 step process
1. Discovery meeting – share anything and everything
2. Financial Plan and Investment Policy Statement Review
3. Implementation of the Plan
4. Monitor and Review
What makes US different?
Each member of our Team plays a vital role in its success. We chose to work at BMO Nesbitt Burns because it provides us with all the tools we require to properly service our clients. The process is IA driven, possesses a great culture, top research and a strong relationship with our BMO Bank of Montreal partners.
Our Team is comprised of three individuals with over 55 years of inudstry experience. This industry is under-served by EXTRAORDINARY Advisors - we strive to offer our clients the best client experience in the industry.