Integrated, intelligent wealth leadership

As the trusted advisors to successful business owners and affluent multi-generational families, we manage their investments, plan their financial roadmaps, guide their decisions, and coordinate the details. Acting as diligent quarterbacks, we aim to ensure everything works together profitably, tax-efficiently and seamlessly.

As a client of our team, you can expect:

  • Cohesive, disciplined strategies that address your short- and long-term financial needs.

  • Informed, strategic ongoing advice and services to keep you on track to achieve your goals.

  • Personalized wealth solutions tailored to fit every corner of your financial life. 

  • Guidance through emotionally challenging decisions with sensitivity.

  • Integrated advice from the full spectrum of BMO specialists who can deliver sophisticated expertise to meet the most complex needs.

  • Consistent, predictable contact and prompt service for all members of your family. 


Our team at a glance

Our co-founders:
Gordon Robertson, Wealth Advisor, has 30 years in the industry and a special affinity for building income-generating portfolios.

Ken Popowich, Investment Advisor, has 25 years of experience and focuses on equity research market and commodity cyclicals to find great companies that can deliver consistent returns.

Our intrepid supporter:
Heather MacInnes has 20+ years in financial services. She manages the operational side of our team at a very high level and stick-handles our administration, scheduling and technology.

Our firm:
BMO Private Wealth brings us the latest tools to assist our clients with complex issues, empowering us to become effective partners to our clients on the deepest possible level.