Toll Free: 800-265-6148
20 Erb St W
BMO Private Bank
20 Erb St. West, 6th Floor
Commitment, Integrity, Talent. Working Together For You
We are a team of dedicated professionals with the expertise and resources to help you achieve your financial goals. Whether you want to save for retirement, minimize taxes, set aside funds for a major purchase, or finance your child’s education, we offer you customized investment strategies that emphasize preservation of capital and long-term growth.
It starts with our promise to keep you informed and on track with your investment plan. On a regular basis, we will review and monitor your account to ensure that it’s still strategically aligned with your needs and positioned to take advantage of market opportunities as they present themselves. Our team prides itself on responding to calls and emails promptly, and handling all issues regarding your account accurately and efficiently. Your trust in our integrity and performance on your behalf is how we measure our success.
Today’s markets are complex and ever changing, making them daunting for investors to navigate on their own. We understand the market challenges involved in building and preserving capital to suit the needs of our clients. Working closely with you, we’ll follow a disciplined process of assessing your current financial situation, your tolerance for risk, and your short- and long-term financial goals. From there, we will provide you with a customized investment plan that includes asset allocation strategies designed to minimize risk (so you can sleep nights) and enhance after-tax returns at every stage of your life.