The Riedl Group
prides itself on building long-term trusted relationships with clients through regular and direct contact in an effort to keep them informed of market conditions and their financial progress.
Economic shocks and dislocations in the financial markets are an unfortunate reality of investing. The Riedl Group believes an insightful wealth plan combined with a sound investment process serves to inspire confidence, within our clients, when they need it the most.
The products and services that are listed below represent the services and tools that are used to assist clients in managing and protecting their wealth. These services are distinctly tailored to fit your needs.
Our team will provide investment alternatives that meet your customized needs for portfolio management. Through our access to the many investment products offered at BMO Nesbitt Burns, we will partner with you to determine which of our offerings are best suited to you. They include: discretionary management, fee based, managed asset solutions and traditional accounts.
Working with you, The Riedl Group will help to identify your financial priorities and focus your resources on achieving your objectives. Through our extensive Wealth Planning Consulting Group, we will leverage the expertise of our internal specialists and provide high-level advice and strategies that will result in a cohesive actionable plan.
Our estate planning group is composed of industry professionals. They will help you with tax planning for the estate, family trusts, avoiding estate administration taxes with multiple wills, joint partner trusts, education trusts, tax on split income, and tax planned buy-sell agreements. These professionals also utilize insurance tools in the protection of your assets.
Private Banking and Introduction to Banking Professionals
Through our extensive network of professionals at BMO, we are able to provide referrals when needed to assist you with your banking needs.
Our team will help you understand all of your options and assist you in making informed decisions that are consistent with the kind of impact you want to make.