Our Group Partners

Jennifer Morrison

Wealth Management Consultant

In order to achieve your retirement goals, you need to have a plan. Whether you are focused on the investment component of your retirement plan or want to  know more about how to maximize family resources, there are simple, effective methods to reduce and defer tax on investments, split income, enhance after tax growth of wealth, and preserve accumulated capital.

Through a  comprehensive review and the use of our sophisticated planning software, you can have a clear picture of what can be done  starting today to help you attain your retirement goals.

Kenneth Soulliere

Estate & Insurance Advisor, Vice President, BMO Estate Insurance Advisory Services

To make sound decisions about estate & insurance planning, you need reliable information and access to a wide range of products and services. An Estate & Insurance Advisor from BMO Estate Insurance Advisory Services is a valuable partner of my group and is dedicated to providing integrated solutions to our clients' growing asset preservation and income generation needs. Whether your goal is estate preservation, income replacement, tax minimization or business succession planning, our Estate & Insurance Advisors can provide you with the insurance solutions best suited to complement your wealth management strategy.