75+ years of combined experience. Exceptional customer service. Personalized Advice for the Long Term.
George Rogers, Shannan Daley and our team are committed to providing our clients with an exceptional wealth management experience. Our portfolios are built for growth, income and security with high quality investments. We utilize our industry leading BMO Capital Markets' team for economic, equity and fixed income research. Individuals & Families Our retail clients are individuals and families, that are looking for a caddie of their wealth. As caddies of your wealth we work with you to ensure that you have the right tools, at the right time to reach for your goals, including Portfolio Management, Financial Planning, Business Succession Planning, Insurance, Estate Planning, Tax Planning, Education Planning and Credit & Lending.
We have also established many Institutional Client relationships as a unique facet of our business. The core service and relationship that we provide does not differ from Retail to Institutional clients. If you would like more information on this area of our business, please contact us directly. We're ready to invest in you.