Forging close client bonds to deliver personal and professional wealth advice
We believe in maintaining a high level of contact with our clients and building very close relationships based on service excellence, transparency and integrity to deliver an optimal wealth experience.
Even before you decide to entrust your assets to us, we will perform up-front due diligence. Through thoughtful interviews, we will learn all about you, your goals, business, family, retirement vision, tax liabilities, and estate plan. We will listen to what’s important to you and come to understand your priorities before even considering investment solutions.
Our clients include business owners, retirees, people nearing retirement, and a diverse group of individuals and families with very customized needs.
Leveraging the insight and resources of a collaborative network of specialists at BMO Private Wealth, and backed by BMO’s 200-year-old legacy of trust and excellence, our team’s holistic approach encompasses:
Disciplined investment planning
Proactive planning for life changes
Comprehensive wealth planning
Estate, trust and insurance services
Tax minimization planning, and
Business & business succession planning
Foundations and philanthropic strategies
Private Banking services
US tax planning support
Our service touchpoints:
We are well-positioned to manage both your personal and business/practice financial needs.
Our approach is highly personalized. Every decision is built around your unique goals.
We deliver dedicated and consistent service.
We will stay in frequent contact with you while respecting your precious time.
Our process is very disciplined and structured. Every meeting has an agenda, and we always ask for feedback.
We are now equipped to work with you remotely if needed. You can sign documents electronically without having to come into our office and we can hold virtual meetings via the Teams platform
Most of our clients have been referred by their friends and loved ones and we are grateful for our clients’ recommendations. We accept referrals and take them very seriously, so please consider introducing us to like-minded friends and relatives who may need personal or professional wealth guidance.