Commitment means delivering the best we can, on every level, all the time. Our standard of excellence is high and we pride ourselves on consistently delivering exceptional wealth advisory offerings and client service to our clients.
Our wealth advisory business is primarily built on referrals from others. This is a testament to our high level of commitment, breadth of offering, and comprehensive, systematized process. We care deeply about your success - both financial and personal.
Melissa Rush Wealth Advisory Group actively seeks to understand an individual’s entire story, to create a unique strategy, which will increase confidence, reassurance, and peace of mind. We are unstoppable in our quest to set and surpass your financial goals.
Advice: Informed, ongoing guidance to keep you on track to achieve your financial goals.
Discipline: Unwavering focus on your long-term objectives to prevent the emotional ups and downs of investing.
Exceptional Client Service: Responsive and insightful contact from our dedicated team of professionals.
Simplification: Organization and integration of all wealth services, to eliminate the burden of complexity.
Problem Solving: Regardless of the complexity of your issue, we will analyze and offer we appropriate solutions.
Meetings: Ongoing touch points based on your personal needs and preference: in-person meetings, MS Teams calls, phone calls.
Education: Our collaborative approach uses behavioral coaching, information, and resources, to help you participate in, and maintain ownership of, your financial future.
Investment Management: Astute portfolio analysis, optimal investment solutions and continual monitoring through life transitions and unexpected external events.
Comprehensive Wealth Management: Holistic, unbiased stewardship of your complete financial picture through BMO Wealth Path® (financial, retirement, tax and estate planning, insurance, trust services, philanthropy, private banking, business, etc.).
Tax Planning: To ensure your financial plan is efficient, and your tax liability minimized.
Research: Access to award-winning equity research from BMO Capital Markets, a fully integrated equity research department in Canada, the U.S. and the U.K. This group provides a continuous stream of analyses and forecasts of the global economy and economic markets, to keep you informed.
Retirement Savings: Innovative solutions to help build wealth for a successful and fulfilling retirement.
Retirement Income: Strategies for transitioning to and income-generating portfolio in retirement.
Insurance Consulting: Innovative solutions for maintaining and protecting your financial stability through insurance.
Access: To a range of exclusive BMO Private Wealth conference calls, events, and reports throughout all market conditions.
Referrals: Professional service alliances, designed to connect you with a network of in-house and external experts.
Melissa Rush, BA, PFP®, CIM®, FCSI®, CPCA®