Helping you grow and preserve your wealth is our top priority.
We manage your investments in a manner that reflects your goals and needs, while applying a prudent and disciplined approach that emphasizes risk management. Diversification across asset classes is monitored closely as a primary means of managing risk within your portfolio.
In addition to understanding your long-term objectives and appetite for risk, we also consider your need for cash flow, stability of returns, and the tax efficiency of your overall investment strategy. Our investment recommendations are based on BMO Capital Markets and select third-party research to make certain that your portfolio is prudently invested and focused on generating long-term returns consistent with your investor profile.
Solutions and strategies
are designed for clients who have a need to actively participate in the decisions involving their investments. We customize an investment portfolio to help you achieve your goals; accessing a wide range of investment options to suit all investor types.
Managed Assets Programs
are recommended for clients who want to delegate the day-to-day investment decision making and ongoing monitoring of the markets to professional investment and portfolio managers – both within BMO and through world-class third-party firms.
will be leveraged in order to mitigate risks such as rising interest rates or global volatility, and to provide portfolio diversification given their low correlation to traditional asset classes.