Trusted Advice, Exceptional Service
With over 50 years of combined experience, The King Group develops investment strategies that are based on the specific needs of our clients. We work with successful individuals, families and business owners that are either seeking to accumulate assets for retirement, generate a reliable source of income from their portfolio, or for those who desire to grow their estate to benefit future generations.
Derek and Nicholas build individual portfolios that incorporate diversified investments including equities, fixed income securities, alternative assets and insurance solutions that are tailored for the specified time horizon and tolerance for risk of each client.
We accomplish this by applying a comprehensive approach utilizing:
A customized Wealth Management Plan
Tax and Estate Planning
Personalized Retirement and Income Planning
BMO Private Banking
Small Business Cash Management Solutions
Personal and Corporate Banking and Lending
Our clients enjoy the highest level of client service from Laura Lee and Jackie that routinely exceeds client expectations.
The Resources of BMO Financial Group
Serving customers for 200 years and counting, BMO is a highly diversified financial services provider – the 8th largest bank, by assets, in North America. BMO provides a broad range of personal and commercial banking, wealth management and investment banking products and services to more the 12 million customers and conducts business through three operating groups: Personal and Commercial Banking, BMO Wealth Management and BMO Capital Markets.