Our Services

Why Invest With Us?

Piece of mind while fostering financial independence. Keeping clients informed is our top priority. We regularly review goals, strategy, and portfolio performance with our clients.

We provide services you can depend on. This means providing access to a wide variety of educational materials, leading thorough discussions, and quickly following up on portfolio updates. It also involves monitoring accounts on an ongoing basis to take advantage of opportunities as they arise through changing market conditions.


Wealth Management

We provide an unbiased, holistic approach that encompasses all aspects of wealth management:​

  • Wealth Advisory
  • Investment Planning
  • Retirement Planning
  • ​Tax Planning
  • Business Planning
  • Estate and Insurance Services
  • ​Philanthropic Giving


The BMO Nesbitt Burns Managed Portfolio Account Program® (MPA)

The BMO Nesbitt Burns Managed Portfolio Account (“MPA”) Program establishes a direct relationship between you and an accredited BMO Nesbitt Burns Portfolio Manager. Your Portfolio Manager is responsible for managing your investment portfolio, and making informed decisions on your behalf; backed by the extensive expertise, oversight, and resources of BMO Private Wealth.

For more information, please contact your Investment Advisor or read the following article: