We are committed to provide an exceptional client experience.
Our approach is personalized, built around your goals. We believe that every client deserves a dedicated and consistent level of service, tailored to your individual needs. Our team of professionals will listen to what is important to you and try to understand your priorities, bringing it all together and defining your investment solutions.
Our Chalovich Team has the collective expertise to advise you both personally, and professionally.
We’re here to help with all your financial priorities at every stage of your life, providing 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. Karen opened the BMO Nesbitt Burns Cobourg office in 1993.
Backed by BMO Financial Group 200-year legacy of trust, insight and thought leadership.
As your investment advisor, getting to know you and establishing a lasting relationship based on the highest standards of service excellence, transparency and integrity is our commitment. You will have full access to the insight and resources of a team of experts at BMO Financial Group, a recognized leader in providing comprehensive investment and wealth advisory.
RRSPs, RRIFs and Retirement Planning
Investment Tax Planning
Insurance and Estate Planning* through BMO Estate Insurance Advisory Services
Charitable Donations & Philanthropy