The Sutton Thiessen Stiver Wealth Group specializes in developing personalized investment strategies, portfolio management and wealth plans for high-net-worth individual and their families.
Developing and implementing an appropriate strategy depends on many factors, the most important being your comfort level. As a member of the BMO Private Wealth, we draw on the expertise and resources from the BMO Financial Group so that you can be assured that our investment solutions are backed by experienced asset managers and solid financial planning within a proven team.
Discretionary management establishes a fiduciary (legal and ethical) relationship between you and your accredited Portfolio Manager with The Sutton Thiessen Stiver Wealth Group. The Portfolio Management Team makes informed investment decisions guided by your Investment Policy Statement which clearly documents your specific needs, goals, and tolerance for risk.
Peace of mind that comes from knowing that your portfolio is backed by the extensive knowledge and resources of BMO Nesbitt Burns, while you maintain direct access to our dedicated team in Winnipeg.
The traditional relationship model between private wealth clients and investment advisors is the “talk first, act second” approach to wealth management. Our group works with you directly to develop a unique portfolio management strategy, taking care to communicate on all investment planning decisions along the way.
Prior to any transactions take place, a formal conversation takes place between you and a private asset manager to discuss what to buy, sell or hold. Transactions are only executed after an investment management strategy has been clarified and agreed upon. This approach is designed for high-net-worth clients with a keen interest in the process of capital management and developing a portfolio.