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Our Customized Approach
Our speciality is providing our high net worth clients with a boutique level client service experience. We provide comprehensive solutions for affluent individuals, families and companies in the areas of portfolio management and financial planning. Our account minimum is $1 million dollars of investable assets. As members of one of Canada's leading full service investment firms, we are able to meet the needs of the most sophisticated investor. Each of our client's portfolio is uniquely structured and presented in a format that clearly outlines their objectives, goals, expectations and responsibilities. Our long-time clients appreciate our integrity, our ability to deal with their concerns, and the depth of our understanding of the various aspects of financial markets.
Our Commitment to our Clients
We are committed to understanding you and your financial goals and to helping you achieve them. Our goal is to eliminate your worries about investing. The foundation of our relationship with you will be built on trust, mutual respect, and open communication. Our first step is to get to know you, your family and your financial goals. Only then can we begin to discuss how our philosophy of long term investing and comprehensive planning will help you achieve those goals. Our success is based on the financial success of our clients.
"We seek to give our clients access to a 'boutique experience' of having a top wealth management team assist them with their financial needs within the larger confines and resources of BMO Bank of Montreal / BMO Nesbitt Burns, members of BMO Financial Group."