"Our goal is to allow our clients to live life to the fullest by spending more time with family and friends while building and protecting their legacy"
- Jonas Friel and Jordan Daiter
The Friel and Daiter Investment Group
has over 30 years of combined investing experience and leads a team of professionals dedicated to providing wealth management solutions to an exclusive group of affluent families, professionals, corporations and non-profit organizations.
We use a specialized system called the Financial C.A.R.E. Program that helps our clients build and protect their assets. By working with the chosen professionals of our clients - accountants, lawyers and other financial advisors- the Friel and Daiter Investment Group simplifies the financial management process so they can focus on what is truly important, leading a rich and rewarding life.
The Private Client Division of BMO Nesbitt Burns provides clients with access to one of the broadest selections of wealth management solutions, products and services available today. BMO Nesbitt Burns is a strong, proud and determined company with industry leading technology, products and research and is a core part of the success of The Bank of Montreal, Canada's oldest bank.