We are a wealth and portfolio management team with BMO Nesbitt Burns engaging our clients in a highly disciplined strategic planning process to achieve their wealth goals.

Our Belief System

Over the past sixteen years we have developed five core beliefs that drive our business:

We believe:

1. To create successful breakthroughs for clients, we are required to continually question our assumptions.
2. That a more informed, educated client is a more engaged client.
3. That investors need to approach long-term investing as a series of short-term strategies.
4. That our responsibility is to not only provide information, but to provide insight.
5. That our clients must be engaged in our process, trust in us as partners, be emotionally disciplined, and adaptive.