ABC Wealth Management of BMO Nesbitt Burns

Strategic Wealth Management for High-Achieving Individuals and Families

Kevin Algajer, Robert Babee, and Carmen Phillips deliver disciplined investment management and advanced planning solutions for those who expect more from their wealth.

• Backed by BMO Nesbitt Burns
• 25+ years of experience
• Diversified & adaptive portfolio management 

Who We Help

• Business owners
• Incorporated professionals
• High net worth individuals and families
• corporations, charities, and foundations

What We Do

Comprehensive Wealth management

• Investment & Portfolio Management
• Tax & Estate Planning
• Retirement & Income Strategies
• Business Succession Planning 

We integrate every aspect of your financial life into one coordinated strategy

Our Approach

1. Understand You - Your goals, priorities, and risk
2. Build Your Plan - A tailored, integrated wealth strategy
3. Act & Manage - Act and make adjustments as the investment environment changes 
4. Adapt Over Time - Ongoing optimization as life evolves

What Sets Us Apart

• Focus on after-tax results, not just returns
• Ability to act quickly through various management strategies
• Access to BMO's full network of specialists
• Deep experience with complex wealth situations