Adding value for investors with complex needs




With insight and experience, we deliver astute portfolio management and complete wealth planning services to affluent investors who require an extra measure of sophistication and experience.
Integrating the advice of BMO specialists in tax planning, trust and estate services, insurance solutions, business succession planning, and other considerations, we work to significantly impact our clients’ net worth. Many people are so focused on returns that they do not address these needs proactively.
Our team specializes in advising incorporated professionals such as dentists, vets and doctors as well as business owners and elite athletes – busy investors with multifaceted needs for whom our team can add exponential value. We also manage money for corporations, endowments and charities.
With a commitment to understand you and match our strategies to your precise needs and risk tolerance, we will guide you on the best path to achieving your capital growth objectives and lifestyle goals.

Our client-focused team approach can bring you:

  • Access to more tailored ideas, knowledge, options and solutions;

  • More time, attention and service, ensuring you are looked after in every way; and

  • Experience and long-term continuity – you’ll never have to worry about having to find a new advisor because our team has a succession plan in place.