Our Approach
A Four-Tiered Approach
I have developed a 4-tiered approach that allows me to understand your personal history in relation to your money.
You and your money in 4 life stages:
Vous et votre argent en 4 étapes de vie :
The story of your money - Accumulation
Insomnia factors - What should we do?
Your goals - What to do with them?
Wealth transfer - How do you go about it?
Wherever life takes you, through continuous discovery rooted in planning, we will be there to provide industry-leading solutions, while bringing the full breadth of BMO Private Wealth’s resources to keep you on track to your goals, and focused on what matters most: you.