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Comprehensive Wealth Advisory Services

Who Are We?
We are The Berry – Smyrnios Group. Our goal is to provide a true wealth advisory experience. Our process is focused on candid discussions with our clients that allow us to identify their true goals and objectives. We then draw on the full scope of BMO Nesbitt Burns, a leader in research, financial planning, tax, insurance and estate planning to deliver comprehensive solutions. We are committed to working with our clients and their legal, accounting and banking advisors.

Who are our clients?
Our clients tend to be busy entrepreneurs, business leaders, medical professionals, active retirees and High Net Worth families. Our ideal client values advice and is seeking a long-term, tax-efficient solution for their wealth management needs.

What makes us unique?
As a group of professionals we each bring different skills to our clients. We take a highly personalized approach to planning. We offer our clients a disciplined approach to making investment decisions by providing objective counsel, while helping our clients to attain their personal and financial goals.

Why should you do business with us?
We have a solid, proven, long-term track record. We value integrity, trust, confidentiality and offer mutual respect. We offer an unmatched array of wealth management solutions. We continually strive to increase our professional knowledge and accreditations and believe in the value of education. We offer the talent and experience as well as the knowledge to implement solutions which can be sophisticated in nature. Our goal is to build long-term relationships focused on the attainment of our client’s goals and strive to provide excellent in client service.