Our team is committed to:
Building solid client relationships.
Two-way communication in terms keeping clients informed, promptly returning phone calls, and quickly following up on administrative issues.
Providing access to a wealth of financial information and educational materials.
Continuous monitoring accounts in order to take advantage of opportunities as they arise, adapt to changing market conditions, and adapt to changing client situations.
Reviewing goals, strategy and portfolio performance.
What can you expect?
Personalized solutions based on client goals, objectives and risk tolerance.
Managed money programs utilizing proven money managers in the industry to achieve excellent results.
Face-to-face reviews of goals and performance.
Estate planning services.
Insurance snalysis from a risk and taxation perspective.
BMO Private Wealth and BMO Banking Services
Accessibility and prompt client follow-up to calls and inquiries.