Products and Services

Based on the principal of protecting and enhancing wealth, we often use our Quadrant Program which combines the talents of some of the leading investment managers in the world. It provides broad diversification and the optimal combination of risk control and return enhancement.

We also offer a wide selection of fixed income investments available through BMO Nesbitt Burns(government and corporate bonds, strip bonds, GIC's, TBills, etc). This varied selection is sure to include the right term and yield for any investor and can offer steady income, moderate investment risk and potentially generate capital gains.

Working with the BMO Nesbitt Burns 'WealthPath', our interactive software program, we can provide our clients with customized, easy to understand 'road maps' to achieving their financial goals through proper financial planning (investment plan, retirement plan, estate plan, or all combined into one comprehensive financial plan).

We also offer several fee-based programs in addition to the Quadrant Program mentioned above such as our Meridian and Architect Programs.

Gateway is our online account information center. It allows you to view your holdings, check transactions, obtain customized charts and much more.

Learn about the the various registered plans that are available such as the Registered Retirement Savings Plan (RRSP), Registered Retirement Income Fund (RRIF), Registered Education Savings Plan (RESP), and Tax Free Savings Accounts (TFSA).

Learn about the various types of securities such as stocks, bonds, and mutual funds.

As our client, you can access our top-ranked* equity research online. Up to date economic research is also available.

Please feel free to contact us at any time, we are pleased to answer any of your financial questions, even the easy ones!