What to Expect While Working With Us

We work with a select group of clients to ensure we have ample resources and time to devote to each of them. Overseeing the management of your wealth will be a Portfolio Manager; an Associate Advisor; and an Administrative Assistant.  We believe in crystal clear communication, setting goals together, and promptly answering your questions.

We Communicate Via:

  Face-to-face meetings
We love getting to know our clients personally and sitting down together to review their plans is just another one of our enjoyable activities.

  Virtual or Telephone Meetings
Have a quick question? Just call — we do our very best to answer every call during business hours.  Please know we are always pleased to schedule longer calls for detailed questions or portfolio reviews.

 BMO Gateway
As a client, you will be able to login to BMO’s Gateway portal to review your portfolio at any time.

  Email newsletter 
We regularly send informative newsletters to our clients; they contain brief items about general investment advice, tax and estate planning information, and our view of financial markets.