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
Discovery meeting – share anything and everything
Financial Plan and Investment Policy Statement Review
Implementation of the Plan
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.