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: After ‘Liberation Day’ What Now?

Apr 11, 2025 - BMO Private Wealth

The Through Line: Markets reacted sharply after President Donald Trump unveiled his “Liberation Day” tariff plans, moving rapidly to reset valuation levels. Did they go far enough to accommodate the current fundamental situation or overreact?......

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Weekly Strategy Perspectives: Craving Clarity

Apr 04, 2025 - BMO Private Wealth

The Through Line: The thirst for certainty has reached fevered proportions, yet the very opposite may prevail for at least a few more months even after U.S. President Donald Trump’s April 2 announcement of sweeping tariffs on virtually all......

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Weekly Strategy Perspectives: Guest Feature: AI Insights

Mar 28, 2025 - BMO Private Wealth

The Through Line: The AI revolution is fast upon us, bringing an intense amount of change and opportunity. Such periods of transformation inevitably lead to a host of questions......

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