Horne & Associates Investment Group is a team of dedicated professionals with the expertise and resources to help with all your financial priorities at every stage of your life – today and in the future.
What We Do
We provide an unbiased, holistic approach that encompasses all aspects of wealth management: investment planning, wealth advisory, retirement planning, business planning, estate and insurance services, tax planning, and philanthropic giving.
Who We Work With
We work with a select group of clients who are committed to achieving their long term financial goals, no matter where they are in life. We help individuals, families, entrepreneurs, business professionals and corporations by providing expert financial advice. Our disciplined investment approach and the strategies we employ are most appropriate for portfolios of $500,000 or more.
Why Do Business With Us
When you call, we answer. Our team is committed to building a solid, lasting relationship with all our clients. Your time is important, so when you call or email we are right there to answer and give you excellent client service.
We know that your goals for the future go beyond just investments. Our approach is personalized and built around your goals. We believe that every client deserves a dedicated and consistent level of service, tailored to his or her individual needs. Our team of professionals listens to your priorities as we develop a uniquely personalized wealth plan for you.
Keep you Informed
Our clients take comfort in knowing that beyond seeking great investment returns in a tax-efficient and balanced-risk manner, keeping them informed is a top priority for us. Our professionals keep up to the minute by listening to presentations by industry leaders and absorbing advanced educational materials. We closely monitor your investments and review your portfolio on an ongoing basis. When there is something specific in your portfolio that needs attention, we contact you immediately.
You can have access to your financial information anytime, anywhere. All you need is a connection to the internet and you can monitor your accounts. Your financial information is at your fingertips, and you can also access additional research and reports.
Partner with Experience
Life does not go in a straight line and neither do the markets. You want a team with experience in a Bull Market as well as a Bear Market. Horne & Associates Investment Group has teamed up with BMO Nesbitt Burns since 1997, and has helped our clients be successful through both up and down market cycles.
Choose a Winner
Our clients enjoy freedom and peace of mind knowing that their money is being managed by some of the best Portfolio Managers in the industry. Even though BMO Nesbitt Burns is the Private Client Division and part of the BMO Financial Group, we are unbiased. We can use any portfolio manager or investment in the market place that aligns with your specific goals. Coupled with BMO Nesbitt Burns' industry-leading technology & research, we get to pick from the best of the best, which means you get the best of the best!
Trusted Advice for Life
With the many choices that are available to you to manage your wealth, a personal relationship that is built on trust and understanding can give you confidence that your financial well-being is looked after. You can expect the professional team at Horne & Associates Investment Group to be with you every step of the way.