Tel: 514-282-5876

Address

BMO Nesbitt Burns

1501 avenue McGill College
Bureau 3200
Montréal, QC
H3A 3M8
Map

Contact Us

Our Approach

Collaboration and integration are the key to our approach 

We guide wealthy families through the pivotal moments and the oftentimes complex and emotional financial decisions that arise over time. We team up with you to steer you through the opportunities and challenges that come with wealth. Our role is to understand your wants and needs, present ideas that are unique to you and engage the right partners from our in-house team of highly disciplined, experienced experts. Using this collaborative approach, we identify practical, actionable opportunities and solutions, empowering you to proactively strategize for the future. You will discover what sets us apart with our multidisciplinary team process.
 
And it all begins with you.
 
Your account will be managed, directly or indirectly, by the following people and entities:

 
We believe that finding the right solution is only part of the answer. Implementing it successfully and achieving tangible outcomes will be the true measure of our value. This requires a working method, i.e. a process, as there is no silver bullet. We believe that building wealth comes with discipline.
 
Our 4-step process consists in:

1. Understanding your needs
2. Choosing your solutions
3. Reviewing and communicating with you
4. Evolving and adjusting your plan