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Contact Us

Don Behan
Scott Barnum
Diana Lambropoulos
Nikki Nevison

Tel: 416-359-7607

Address
1 First Canadian Place
40th Floor , P.O. Box 150
Toronto, ON
M5X 1H3
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Commentary


Our Competitive Advantage
  • Vice-Presidents and Senior Investment Advisors within the BMO Financial Group
  • Fully licenced Portfolio Managers(discretionary portfolio management)

  • Comprehensive investment planning for a complete wealth management solution

  • Fully integrated team of specialists with over 100 years of combined experience

  • Highest level of confidentiality, service and communication and trust service advice

  • Estate and transition planning

  • Investment advice and planning

  • Insurance tax planning

  • Wealth Creation, Wealth Preservation and personal financial security using insurance strategies
In today's tax environment, the importance of proper estate planning is paramount. To that end, we work closely with our Estate and Insurance Advisor to assist clients in planning their wealth transition effectively.