We build and maintain trusted, long-term relationships with our clients and their families, in the aim of helping them achieve their financial goals through prudent advice, a transparent process, and excellent service.

Tel: 613-562-6409
Tel: 613-562-6483

Address

BMO Nesbitt Burns
Lansdowne Park
979 Bank Street, 6th Floor
Ottawa, ON
K1S 5K5
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Contact Us

Welcome

We are a group of dedicated professionals committed to guiding our clients towards the fulfilment of their financial goals. Our clients benefit from an experienced team; between us, we can draw upon over 115 years of financial services industry experience. We have the knowledge, expertise, resources and network needed to deliver solutions that will meet all of your wealth management needs.

We are committed to keeping our clients informed and up to date. We prioritize responsiveness by promptly returning phone calls, emails, and following-up quickly on administrative issues. We also provide every client with our team’s semi-annual newsletter that contains a thorough analysis of the market landscape and a breakdown of our Model Portfolio. We regularly review goals, strategy and portfolio performance with our clients, and monitor all accounts on an ongoing basis.

Together we will identify obstacles, discuss potential solutions, and follow through with those opportunities that best serve your needs. By understanding the challenges you face, and addressing them with a well-constructed plan of action, you will be confident that you are in control of your financial affairs.