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Home
What Makes Us Different
Our Process
Our Team Culture
Who We Help
Investing
Business Owners
Business Owners
Tax Management
Commercial Banking Solutions
Business Succession Advisory Services
Wealth Planning
BMO WealthPath
Wealth Planning
Meet Our Team
The Totten Wealth Advisory Team Members
Our Wealth Partners
Videos & Resources
Educational Resources
Videos
Publications
Contact Us
☰
Home
What Makes Us Different
Our Process
Our Team Culture
Who We Help
Investing
Business Owners
Business Owners
Tax Management
Commercial Banking Solutions
Business Succession Advisory Services
Wealth Planning
BMO WealthPath
Wealth Planning
Meet Our Team
The Totten Wealth Advisory Team Members
Our Wealth Partners
Videos & Resources
Educational Resources
Videos
Publications
Contact Us
The Totten Wealth Advisory Group
Current, Complete and Inspired Wealth Management
The Totten Wealth Advisory Group
How we Help
Since 1990, our team has delivered disciplined investment portfolios and comprehensive wealth planning services to discerning, affluent investors in Newmarket, Aurora, York Region, Ontario and across the world.
With fresh thinking and the latest industry tools and solutions, we will design a resilient and customized portfolio and coordinate a client-focused team of BMO Private Wealth specialists to protect and grow your family’s net worth.
We will also help you manage your potential risks, plan for steady retirement income and a tax-efficient estate, minimize tax, use insurance solutions effectively, plan the tax-conscious transfer of your wealth and business, use family trusts strategically, and choose the best philanthropic options.
We will recruit and manage all the players of your customized team, including your own accountant and lawyer – there is no pressure to use BMO professionals.