PARTNER WITH EXPERIENCE

 

WHO WE ARE:

 
We are a team of experienced, focused, multi-generational wealth management professionals.
 

WHAT WE DO:

 
We provide customized advice for a discerning group of clients who are committed to achieving their financial goals.  
 

WHY WE DO WHAT WE DO:

 
We have five business beliefs:

1. We believe you are unique.
2. We believe financial success requires independent thought.
3. We believe in a disciplined investment process.
4. We believe in a consultative planning process.
5. We believe in leveraging the power of the entire BMO group of companies for our clients.

 
HOW WE DO WHAT WE DO:

 
We listen. Clarity of client needs and priorities comes from open communication and insightful fact-finding discussions. Using a foundation of integrity, insight and discretion, we practice Goal-Based Capital Allocation; lifestyle needs, legacy and luxury needs, and aspirational needs. We offer the choice between traditional brokerage, fee based and discretionary accounts to offer a truly custom investment solution for each client.
 

WHO WE WORK WITH:

 
We work with a select group of individuals and their families through various stages of life. Our team has extensive experience dealing with personal holding companies, private corporations, complex insurance structures as well as charitable foundations and in some cases, the treasury of public corporations.
 

WHAT MAKES US DIFFERENT:

 
We focus on your values, your life and your results using a foundation of integrity, insight and discretion.
 

WHY DO BUSINESS WITH US:

 
As the world becomes more complex, so do our clients’ expectations.  Our practice is the evolution of the planned combination of two successful, forward thinking businesses.  In an industry where the sole practitioner is the norm, we believe that we are better together.