As one of the most experienced and qualified advisory teams in Canada, we deliver sophisticated portfolio management and comprehensive wealth planning to help business owners, family offices, and busy professionals achieve their long-term goals and manage financial complexity. In terms of investments, we specialize in building curated, growth-oriented portfolios of high-quality businesses that have durable cash flows, strong balance sheets, competitive advantages and effective management teams. Our objective is to provide clients with the highest risk-adjusted returns possible. More broadly, we work with successful entrepreneurs and families to manage their investments within the context of their overall wealth planning needs and deliver our services with a high level of sophistication, foresight, and global perspective. As part of the BMO Financial Group, our team has more than 25 years of experience building and protecting client wealth. We’re more than Investment Advisors We have a high level of accreditation on our team. Combined we have two Chartered Financial Analyst (CFA®) Charterholders, a Chartered Professional Accountant (CA, CPA), three licensed Portfolio Managers, and a Fellow of the Canadian Securities Institute. We believe this combined level of accreditation is reflective of our unique expertise and experience, and that our approach to investing and wealth planning will be delivered with the highest level of competency and integrity. Every client situation is unique to them. We work closely with our trusted BMO Financial Group partners and/or external tax, accounting, and business advisors to deliver a comprehensive solution for each client situation. Depending on what is required given the fact set and level of complexity, this may include:
Collaborating with trusted accounting, legal, and other professional advisors to perform comprehensive, integrated wealth planning for all facets of the business and family needs;
Introducing Private, Commercial, and/or Investment Bankers to arrange tailored lending opportunities or access capital;
Working with BMO Estate and Insurance Advisors to address Estate, Inter-generational wealth transfer, or other planning objectives to preserve or enhance wealth or to simply achieve a higher certainty of outcome;
Engaging with BMO business succession and tax planning specialists to develop an actionable plan for thoughtful and tax-effective transition to retirement or the next generation;
Introducing BMO Philanthropic Strategists to consider charitable giving strategies.
Helping you and your family achieve your vision of the future Most of our clients are Canadian families who have invested more than $1 million with us, but our primary interest is helping households build financial security and in turn achieve their lifetime or legacy goals. Based on our experience, we tend to move towards what we think about. We will bring clarity to what our clients hope to accomplish, work to develop the financial roadmap, and articulate what it all means. It is our goal to simplify complex ideas and to make the process as painless as possible. Money is not the end; it is the means. Click here to schedule a private consultation.