Ontario Landscape

                  

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 client 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

 

We’re with you every step of the way

At The Ashcroft Group, our goal is to engage each client in a planning conversation that is never over. While some conversations are just a quick exchange of facts, others may involve many discussions in order to achieve a satisfying resolution and a workable plan.

We believe that it is our role to be our clients’ trusted and objective advisor. Peace of mind is the ultimate outcome as each client addresses and answers the important wealth planning questions that create a roadmap for success

We bring around you a team of BMO Private Wealth professionals and partners that will work in conjunction with your own advisors, such as your lawyer and accountant, to create a customized wealth plan that is tailored to your needs, so you have the knowledge and resources you need to make informed decisions.

 

Meet the Team

canadian landscape

We Provide Wealth Management Services to High Net Worth Individuals, Business Owners, Institutions, Select Foundations, and Endowments.

 


Investment Management


Tax
Planning


Estate
Planning


Wealth
Planning

 

Expect exceptional outcomes.

We are a leader in providing integrated wealth management services to Canada’s affluent families at all stages of their lives

We understand that you want to save time, benefit from solid advice, and enjoy life without worrying about the everyday hassles of your financial affairs. By bringing the best people together, we make this a reality.

Contact Us

Recent Posts

Weekly Strategy Perspectives: Risky Business

Jan 23, 2026 - BMO Private Wealth

The Through Line: After an extended period of relative calm, volatility has reasserted itself into capital markets. Fluctuating asset prices are nerve wracking – especially when they happen suddenly or with great velocity. Yet price volatility by its...

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Retirement ready – from countdown to drawdown

Jan 22, 2026 - BMO Private Wealth

You’ve likely spent decades saving and planning for retirement, but do you have a plan for how to tap into your hard-earned savings? Potentially not. Too many Canadians overlook this critical step in retirement planning: withdrawing savings......

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Named Best Private Bank in Canada for 15 years in a row