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: Guest Feature - Dissing the Dollar

Jun 20, 2025 - BMO Private Wealth

The Through Line: The U.S. dollar has underperformed many of its currency peers this year – most visibly during times of interim market stress. This unusual occurrence has led some to question the greenback’s traditional role as a safe-haven port......

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Weekly Strategy Perspectives: Climbing the Wall of Worry

Jun 13, 2025 - BMO Private Wealth

The Through Line: Ironically, it seems the more fraught the short-term headlines become, the higher markets want to tiptoe. For the average investor, the sheer quantity of shifting variables can understandably prompt “freeze or flight” reactions......

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Weekly Strategy Perspectives: Consumers – The (not so) Little Engine that Could

May 30, 2025 - BMO Private Wealth

The Through Line: For months, the disconnect between sturdy economic data and steadily weakening sentiment readings has perplexed those trying to decode the market’s long-term path......

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