Working With Us
What we do
We use a process-driven wealth advisory approach to thoroughly understand your specific goals, preferences, and unique circumstances. As such, our advisory services are highly customized and designed to meet your unique needs. We take on the role of your personal CFO by integrating and managing all of your investments, retirement, insurance, tax and estate planning needs. You can have peace of mind knowing that every important aspect of your life has been addressed.
Why we do it
Our experience has shown us that in today’s environment, there are an abundance of financial products and services which can often be confusing and cause people to make poor choices. We take pride in simplifying the wealth planning process for our clients, giving them assurance and comfort, knowing that their current and desired future lifestyle will be protected.
Clients who typically look to us for guidance include professionals, retirees, business owners, and their families. A common trait among our clients is that they look to us for long-term comprehensive strategies rather than short-term, isolated "quick-fixes”.
What makes us different?
Our comprehensive wealth advisory approach differentiates our team from others. We take the time to truly understand all aspects of your personal and financial picture before we make any specific recommendations.
In addition, we are governed by our firm and industry standards and code of ethics which ensure we operate at the highest level of professional conduct.
Why should you do business with us?
Many clients deal with us because of the breadth and depth of our resources and advice we can offer, but more importantly, because we truly care about each and every one of them.
They also appreciate the fact that we are supported by one of Canada’s leading Investment Firms, BMO Nesbitt Burns. Since it’s origins in 1912, BMO Nesbitt Burns has been committed to helping clients meet their financial objectives and goals with the highest standards. As a member of BMO Financial Group, one of the largest financial services providers in North America, we have the resources to provide our clients the whole spectrum of wealth management solutions.