Almost 100 Years of Wealth Management Experience At Your Service

We are a team of multi-generational Portfolio Managers, who form meaningful partnerships with our client families by thoughtfully tailoring solutions to their wealth. With more than 90 years of combined experience between Nassim Rowhani, Glen Leader, Mathew Chan, and Robert Chalanchuk we are one of BMO's largest and most experienced wealth management teams in Canada. Our team will provide you with tailored portfolio management with the full resources of Canada’s oldest chartered bank,TheBank of Montreal.