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We’re committed to provide an optimal client experience.

Our approach is personalized, built around your goals. We believe that every client deserves a dedicated and consistent level of service, tailored to your individual needs. Our team of professionals will listen to what’s important to you and try to understand your priorities, bringing it all together and defining your investment solutions.
 
A Full Spectrum of Advice
 
Advice: Informed, ongoing guidance to keep you on track to achieve your financial goals
Wealth Management: Holistic, unbiased stewardship of your complete financial picture (financial, tax and estate planning; retirement and educational savings; insurance; philanthropy, etc.)
Referrals: Professional services alliances, designed to connect you with a network of independent experts, including accountants, lawyers, lenders, and insurance experts
Discipline: Unwavering focus on your long-term objectives to prevent the emotional ups and downs of investing
Education: Information and resources to help you participate in – and maintain ownership of – your financial future
Meetings: Ongoing touch points based on your personal needs – meetings, phone calls, email correspondence, etc.
Estate Planning: An effective action plan to ensure that your wishes are secured
Tax Planning: To ensure your financial plan is efficient, and your tax liability minimized
Goal-Setting: Clear consistent priorities, followed by regular monitoring, review and assessment
Risk Management: Identification, measurement and mitigation of investment risks, according to your risk tolerance parameters, to best preserve – and grow – capital
Insurance Consulting: Recommendations to maintain and protect your financial stability (including segregated funds, annuities, disability, critical illness and long-term care)
Retirement Savings:  Comprehensive solutions to help you accomplish your aspirations for a successful and fulfilling retirement
Education Savings: Conversations about alternative options to saving and investing, like TFSAs, life insurance – and non-registered, trust or corporate business accounts
Research: From industry trends to the specific macro and micro-economics factors that impact your individual financial plan, we keep you informed

Backed by a 200-year legacy of trust, insight and thought leadership.
 
As your investment advisor, getting to know you and establishing a lasting relationship based on the highest standards of service excellence, transparency and integrity is our commitment. You’ll have full access to the insight and resources of a team of experts at BMO Financial Group, a recognized leader in providing comprehensive investment and wealth advisory