The Chattell Wealth Advisory Group
BMO Nesbitt Burns
1959, 152 Street
White Rock, BC
Due to Covid-19, the office is temporarily closed to the public. I am fully able to meet in a variety of environments including virtually on TEAMS.
We are passionate about our clients' success. We want you to achieve your goals and get all that you want in your life. That's what we are here to do. We want to be on your team.
Building Long Term Relationships
The Chattell Wealth Advisory Group at BMO Wealth Management has been helping clients achieve their financial goals since 2000. Many clients have been with us for years and our relationships now encompass multi-generational families. We are determined to earn their trust every year.
Who Are We
We are a trusted wealth management team that is committed to providing the high standard of care and exceptional level of service that you expect and deserve from your personal wealth advisor. Through our process and customized approach, we provide peace of mind by helping you grow, preserve and transfer your wealth.
How we Succeed
We distinguish ourselves within the investment industry by offering only experiences of exceptional quality. Our objective is to be recognized as the wealth management team of choice for our clients. We create enduring relationships and support them with a deeply instilled ethic of attentive and personalized service. Knowledge, experience trust, and expertise are the foundations of our solution-oriented approach.
Our wealth advisory services include:
•Retirement planning services
•Investment advisory services
•Estate Planning and Tax Efficiency
•Multi-generational wealth planning
•Executive compensation planning
•Business succession planning
•Private Banking Services