Industry leading investment approach
At Oldring Armstrong Wealth Management, we strive to be an industry-leading wealth management team, and to differentiate ourselves by combining our comprehensive wealth planning platform with sophisticated portfolio management capabilities, supported by industry leading equity research, and world-class technology from BMO Financial Group.
The depth of our collective expertise combined with our thoughtful, unbiased advice allows us to establish trust with our clients and provide peace of mind that their financial affairs are handled with the highest level of competency and integrity.
Providing exceptional client experience
Our team is driven by a self-imposed desire to be considered exceptional by our clients and we challenge ourselves to provide an exceptional client experience with each interaction. Underpinning everything we do is the principle that we always do what is right for our clients. Our culture promotes forward-thinking, continuous improvement, and accountability.
A plan designed for your wealth
We believe it is our mission to lead our clients with purpose and to focus on performing meaningful work. We encourage our clients to focus on what wealth enables them to accomplish and we help them plan accordingly. Through our pursuit of this mission, we believe we have earned the respect and admiration of our clients and of the broader financial community.
Discretionary Portfolio Management
Fee-based and Transactional Advisory Services
Financial and Retirement Income Planning
Investment Advice to US Resident Clientele
Key Person Insurance and Group Benefits
Foreign Exchange and Cash Management
Normal Course Issuer Bid Administration