Welcome

We’re committed to provide an optimal 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’s important to you and try to understand your priorities, bringing it all together and defining your investment solutions.
 

Our 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. 
 

Backed by a 200-year legacy of trust, insight and thought leadership.

As your wealth advisors, getting to know you and establishing a lasting relationship based on the highest standards of service excellence, transparency and integrity is our commitment. You’ll 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.


Click here to schedule a private consultation. 


Learn more about our team.

 
 

 

Recent Posts

Weekly Strategy Perspectives: Debt Dilemma

Oct 31, 2025 - BMO Private Wealth

Debt of all flavors has ballooned over the past several decades thanks to low interest rates, willing lenders and increasingly sophisticated ways to borrow. This week’s piece focuses on sovereign (a.k.a. government) debt, the allure......

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Weekly Strategy Perspectives: Consumer Conundrum

Oct 24, 2025 - BMO Private Wealth

Consumption is the sole end and purpose of all production; and the interest of the producer ought to be attended to only so far as it may be necessary for promoting that of the consumer......

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Weekly Strategy Perspectives: The Worry Closet

Oct 17, 2025 - BMO Private Wealth

The Through Line: After months of relative calm, market volatility has spiked in recent days in response to flaring trade tensions between the U.S. and China......

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