Our approach is different. Because our clients are different.

What is most important to you? We will tailor a solution specifically for you, to maximize opportunities and mitigate potential challenges down the road. We apply disciplined, holistic, transparent and independent guidance, maintaining open and regular collaborative lines of communication, listening to you, and keeping you informed.

We are here to understand your life priorities and deliver on our commitment to:


1  Assess your financial goals and level of risk tolerance

2 Develop a strategic and effective in-depth plan based on your current financial picture

3 Put your customized investment plan into action

4  Monitoring its progress over both the short and long term, with a responsibility to keep you informed 

5  Meet at your desired frequency to review your portfolio, re-evaluate and re-balance where necessary


Working with us


"I have known John for almost 10 years. His approach to investing has always been simple yet precise. He involves you in the process from day 1 - and with that educates you along the way which makes it feel like a team approach to reaching your financial goals. He has a great surrounding cast at BMO which only further enhances the experience.  With John's honesty, what initially began as a professional relationship naturally evolved into a close personal friendship." -RB, 21/08/19

"We have very much enjoyed working with John for well over 25 years and really appreciate his availabilty and promptness in attending to our needs and questions. He always gets back to us quickly either by phone, text, or email and we are greatful that we have confidence in being able to reach him at any time on a moments notice.  Even when he is out of town on buisness or vacation, we know that he is monitoring our financial situation and can respond and act on our behalf quickly should it be necessary." -JM, 07/10/19

 “The opinions expressed above are those of the named client author and are in no way representative of the views of all clients.
         Client testimonials do not constitute a guarantee, warranty, or prediction regarding outcome of your investments.”