Our Approach

Mahoney-Kennedy Wealth Management, is a team of experienced professionals supported by the vast resources of BMO Private Wealth. We are strongly positioned to deliver an exceptional experience to you and your family or business with integrity, collaboration and commitment. Our commitment is to support the achievement of the goals you envision for you and your family's future.

We will work closely with you to plan, grow, protect and transition your wealth with a wide range of specialized disciplines and services to help you reach your goals:


Wealth planning

Helping you to develop a comprehensive wealth plan to plan your retirement and help you achieve your financial goals at every life stage.

Investment management

Access investment strategies including self-directed, advisory or discretionary investment offerings.

Private Banking

Get comprehensive and personalized banking services through a dedicated Private Banker.

Tax planning

Get the right advice on tax considerations that could impact your wealth plan and financial decisions.


Trust and estate services

Count on us to guide you through the big decisions that touch multiple generations.


Family education

Teach your children and other family members the financial basics, so they become comfortable with the complex issues of financial management.


Business Transition

Your business is likely your most significant asset. Plan for the day when you’ll step away to improve your company’s ability to continue thriving.



We can help you translate those important personal values into philanthropic ones.