An Unwavering Commitment to Quality


The Burton Wealth Group is a Portfolio Management and Wealth Planning team with over 25 years of experience, backed by BMO Private Wealth's award-winning research & advisory services.  Through an in-depth understanding of your goals and values, we deliver comprehensive and integrated stewardship in key areas such as investment management, financial planning, insurance, succession planning, and philanthropy.

Our mission is to provide exceptional service, a high level of value, and industry-leading unbiased advice.

Philip Burton, CFP CIM FCSI
 

 

BMO Private Wealth - Highest Customer Satisfaction - Greatest Client Loyalty

Report on Business 2022 Shoot - Canada's Top Wealth Advisors - Best in Province