Integrity is our differentiator and our driver. We are a highly principled wealth management advisory team that follows a strict code of ethics. Our drivers are honesty, transparency, respect, and a strong commitment to place our clients’ interests first.
We build deep bonds of trust by following this code, educating clients about what we’re recommending and why, and staying in regular contact so they know we are proactively managing all the intricate details of their wealth.
We have more than eight decades of combined experience in the financial services industry and the knowledge and vast resources to deliver solutions to meet all of your wealth management needs at any level of complexity.
Our mission is to build and maintain long-term relationships. Our disciplined, process-driven, highly personalized approach will identify your needs and concerns and engage BMO Private Wealth specialists and external professionals to arrive at the best solutions. Look to us for long-term, comprehensive strategies rather than short-term quick fixes.
Our clients hail from Canada, the UK and the US. They are quite diverse, and yet they share the same desire to protect the wealth they have built, get the best possible rate of return, and enjoy freedom from worry about any aspect of their financial well-being