Toll Free: 1800-230-9775
979 Bank Street, 6th Floor
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.