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.
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.
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.
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.