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.

Personalized Advice

"I receive high quality, timely and personalized advice both proactively and when I ask. My portfolio is accomplishing my goals, and I like the people."

- January 2023

Consistent Guidance & Expertise

“Michael and his team have advised us on our financial matters and wealth management for over 15 years and we have always been impressed and satisfied with the guidance and expertise they have provided us.”

- January 2023

Thorough & Prompt

“The annual portfolio reviews are thorough, in-depth and targeted specifically for us. Follow up by the team for suggestions made regarding buys and sells are completed promptly. Michael & team keep us updated on market movement via newsletters, guest commentators and bulletins.”

- January 2023

The opinions expressed above are those of the client named author and are in no way representative of the views of all clients. Client testimonials do not constitute a guarantee, warranty, or prediction regarding the outcome of your investments.