CS Wealth Advisory Group

To ensure we meet all your needs we first take the time to understand your goals and dreams about your family, work, lifestyle and money. We’ll engage our passionate and diverse team of BMO Wealth specialists.

This includes our investment and wealth planning teams, our estate and trust, business succession, tax and philanthropy experts. By bringing our best people together we’ll ensure you have a truly comprehensive wealth plan. We understand that wealth enables unique opportunities and advantages, but also includes complexity, responsibility and, at times, conflict.

Backed by the heritage, stability and resources of BMO Financial Group, we’ll help you to take action on what matters most and guide you through times of transition, so you can achieve your goals and dreams.

We work together as a team to provide clients with integrated investment solutions that empowers individuals to make sound decisions in order to protect and grow their wealth. That is why we regularly communicate with our clients. Clients are contacted at least once a quarter in addition to annual face to face meetings.

We believe in building lasting relationships and recognizing that every client's situation contains a different level of complexity. By becoming deeply involved, we can recommend value-added strategies for clients and their families.