The McCreath Group provides clients with superior wealth planning on a timely basis while exceeding their expectations of service, portfolio management, trust and integrity.
The McCreath Group specializes in working with clients to develop practical, tax-efficient, long-term financial strategies to prepare for retirement by:
Being Value Investors
Focusing on Investments with Cash Flow
Implementing a Buy and Hold Strategy with Regular Portfolio Reviews
Considering Bonds and Preferred Shares as Key Asset Classes in Appropriate Portfolios
Families: We help families establish realistic financial goals and investment strategies. We call it "Setting Sail for Retirement."
Entrepreneurs: We develop strategies to diversify your income and investments beyond your successful businesses.
Business professionals: Our services ensure you adequately plan your investment strategy to prepare for your major life events.
Retirees: We develop a financial plan for your retirement with a focus on tax-effective cash flow.
The McCreath Group consists of eight highly accomplished team members with 175 years of combined investment experience.
On an individual basis, our team members bring unique talents and experiences to the group. Combined with BMO Nesbitt Burns' industry-leading technology, research and relationship with the Bank of Montreal, we are able to examine every facet of our clients’ investment and financial needs to create client-specific strategies.