A Full Spectrum of Services


  • Advice: Informed, ongoing guidance to keep you on track to achieve your financial goals
  • Wealth Management: Holistic, unbiased stewardship of your complete financial picture (financial, tax and estate planning; retirement and educational savings; insurance; philanthropy, etc.)
  • Discipline: Unwavering focus on your long-term objectives to prevent the emotional ups and downs of investing
  • Education: Information and resources to help you participate in – and maintain ownership of – your financial future
  • Risk Management: Identification, measurement and mitigation of investment risks, according to your risk tolerance parameters, to best preserve – and grow – capital
  • Meetings: Ongoing touch points based on your personal needs – meetings, phone calls, email correspondence, etc.
  • Retirement Savings:  Comprehensive solutions to help you accomplish your aspirations for a successful and fulfilling retirement.

Trust/Estate Planning

Our partners at BMO Wealth provide a wide range of services for Estate, Insurance and other services:


  • Estate Planning: An effective action plan to ensure that your wishes are secured
  • Tax Planning: To ensure your financial plan is efficient, and your tax liability minimized
  • Goal-Setting: Clear consistent priorities, followed by regular monitoring, review and assessment
  • Insurance Consulting: Recommendations to maintain and protect your financial stability (including segregated funds, annuities, disability, critical illness and long-term care)
  • Education Savings: Conversations about alternative options to saving and investing, like TFSAs, life insurance – and non-registered, trust or corporate business accounts.

Tax/Legal and Other

  • Referrals: Professional services alliances, designed to connect you with a network of independent experts, including accountants, lawyers, lenders, and insurance experts
  • Research: From industry trends to the specific macro and micro-economics factors that impact your individual financial plan, we keep you informed

Risk in the Context of Strategic Wealth Management

We equip our highly ranked equity research team at BMO Capital Markets and deploy the firm’s global distribution network and its best-in-class trading and technology platform to provide timely and seamless execution.

Our advanced options trading strategies for ultra-affluent clients set us apart. We specialize in generating income for business executives and individuals who hold large concentrations of individual holdings in publicly traded companies. We can broadly diversify your asset base to manage risk and generate double-digit distribution flows from your portfolio that are dramatically greater than you could achieve with a traditional portfolio – all very tax-efficiently.

Strategic Wealth Preservation Approach:

We utilize the Strategic Wealth Preservation tool and unique approach to professional wealth management in two major ways:

We look at the big picture, beyond financial assets and take the time to know your lifelong dreams and goals. Integrating the management of all assets and liabilities in a holistic approach.

Focusing on preserving the initial amount of capital, and retaining full range of opportunities that your resources will allow you to enjoy.

Tax Minimization Strategies

We focus on building Tax Effective Portfolios and implementing strategies, while putting effective use of various Registered plans such as RRSP and TFSAs so at the end of the year you have more money in your pocket.