Every client’s vision is different, so we invest the time to understand what drives you and your family, practice or business. Using your long-term vision as our benchmark, we build your wealth through a disciplined, proven, goals-based investment planning process.
Uncovering your money story
Helping you articulate your top financial priorities and investment goals
Discussing your previous investment experience, risk tolerance, need for cash flow, time horizon, and purpose of funds
Providing astute portfolio analysis based on industry-leading research coverage from BMO Capital Markets economic and select third-party research
Explaining complex concepts in clear and precise terms
Building a bespoke investment strategy including optimal investment solutions
Reviewing the tax implications of specific investment portfolio strategies
Deploying diverse strategies to help you prepare for major challenges and epic milestones, with the end result in mind
Referring BMO Private Wealth dedicated experts, when their solutions may improve some aspect of the overall investments
Working collaboratively with you and providing ongoing education, with the ultimate goal of financial empowerment
Diligently following-up on any remaining recommendations not implemented
Providing encouragement and specific direction, during difficult equity market declines
Staying up to date on the latest global equity research, industry reforms, and general tax regulations
Reviewing your investments in relation to your overall, multi-faced BMO Wealth Plan ®, and revising regularly
Simplifying your entire financial life
Your money goals are personal. We are here to connect your money story to your life.
Melissa Rush Wealth Advisory Group are committed to simplifying your financial affairs. You will experience a seamless, insightful and rewarding investment management process.
Contact Melissa Rush Wealth Advisory Group at 416-359-6545 or melissa.rush@nbpcd.com.