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

Named an executor? Here’s what to consider before you say “yes”

May 19, 2026 - BMO Private Wealth

When someone you love names you as the executor of their estate, it can feel like an act of trust....

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Weekly Strategy Perspectives: Q1 Earnings Update – It’s Fine, Everything’s Fine (Really)

May 15, 2026 - BMO Private Wealth

Markets bounded higher this week, dragging investor anxiety along thanks to the many unresolved global issues....

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The one big risk women are taking with their finances

May 11, 2026 - BMO Private Wealth

Only 36 percent of women business owners have a detailed transition plan in place, compared to 43 percent of men....

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