Welcome to the Dilk Advisory Group

Dilk Advisory Group of BMO Nesbitt Burns is a dedicated team of wealth professionals based in Waterloo, Ontario. Our team provides comprehensive, personalized wealth management solutions designed to support you and your family through every stage of life. As part of BMO Private Wealth, we combine deep expertise with world-class resources to deliver strategies that grow, protect, and transition your wealth seamlessly across generations. Whether you’re planning for retirement, managing complex estates, or building a legacy, our mission is simple: to be your trusted advisor of choice — offering clarity, confidence, and continuity across generations.

 

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Our Services

At the Dilk Advisory Group, your goals are at the heart of everything we do. We offer personalized financial strategies designed for high-net-worth individuals, families, businesses, and institutions. Whether you're looking to grow your investments, minimize taxes, or plan for a smooth business transition, our team is here to guide you every step of the way. Let's start planning your future today — because your goals deserve more than just advice.

 

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BMO Wealth Insights

Recent Posts

Starting strong: A financial checklist for new grads

Apr 27, 2026 - BMO Private Wealth

Graduating from university marks the beginning of a new chapter; one filled with opportunities to pursue your career goals and chase your personal dreams....

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Weekly Strategy Perspectives: Between the Lines: What to Watch for This Earnings Season

Apr 24, 2026 - BMO Private Wealth

Earnings season is here (finally), providing the potential for keen insights into important macro themes. While AI can easily spit out summaries of the action, it’s the nuance of what’s not said....

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Beyond the Family Business with Luke Hansen-MacDonald: Evolving from Family Business to Family Office

Apr 23, 2026 - BMO Private Wealth

Hosted by Luke Hansen-MacDonald, a second-generation family business leader, Beyond the Family Business is one of the most thoughtful and engaging podcasts about family enterprise in Canada....

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