Our Investment Process

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.


This Includes:

  • 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.