Client Approach


 Getting to know you


Introductory meeting to assess your situation, needs and objectives.

 Establishing the foundation of our relationship


Second meeting to present our analysis and recommendations.

 Mutual commitment

Presentation of your personalized policy and investment strategy. Once approved, we work with your family to achieve your goals.


 Following up

Going over your documentation and providing a progress report on your portfolio’s development.


 Starting your financial plan


A follow-up meeting to review your portfolio and address your other financial needs.

 Staying in touch and addressing major life events

Presentation of our market outlook and review of your portfolio, financial plan, tax strategy, will, incapacity mandate, etc.

Our Commitment 


Creating a customized, integrated solution and a lasting relationship of trust


  • A complete financial plan developed specifically for you

  • Quick and easy access to your advisor, as well as our certified portfolio managers and financial planners

  • Close collaboration with your other advisors and coordination of BMO Financial Group specialists involved in your wealth management

  • A consultative, educational approach that includes other members of your family

  • Monthly statements and quarterly follow-up meetings

  • Regressive annual fees billed on a quarterly basis with no additional transaction costs