Toll Free: 800-265-6148
20 Erb St W
BMO Private Bank
20 Erb St. West, 6th Floor
What's Important to You?
Our approach is different. Because our clients are different.What is most important to you? We tailor solutions specifically for you, to maximize opportunities and mitigate potential challenges down the road. We apply disciplined, holistic, transparent and independent guidance, maintaining open and regular collaborative lines of communication, listening to you, and keeping you informed.
Our specialized team of experts is here to understand your life priorities and deliver on our commitment to:
Assess your financial goals and level of risk tolerance
Develop a strategic and effective in-depth plan based on your current financial picture
Put your customized investment plan into action
Monitoring its progress over both the short and long term, with a responsibility to keep you informed
Meet at your desired frequency to review your portfolio, re-evaluate and re-balance where necessary