Working to help you secure what truly matters

We are three like-minded Investment Advisors and fellow CFP® holders who comprise the Churchill Wealth Advisory Group within BMO Nesbitt Burns. We use our nearly 60 years of combined experience in the wealth management industry to guide our clients toward financial success.

We are committed to constructing value-add portfolios that maximize long-term income and growth potential while respecting the risk tolerance of each client relationship



Investment Strategy

In-house portfolio research teams provide coverage of global markets and construct efficient portfolios Industry leading research from BMO Capital Markets


Wealth Planning

Our Wealth Management Consultants come from a variety of disciplines and provide assistance with complex issues when developing your wealth management plan


Insurance Planning

Dedicated insurance specialists assist with strategies that complement your overall wealth strategy and provide asset protection


Tax & Estate Planning

Qualified and experienced in-house tax and legal expertise to help identify opportunities to reduce taxes and provide for the tax efficient and orderly transition of your estate


Banking and Lending

Dedicated Private Bankers focus on proactive banking and lending solutions to address your specific needs

- True wealth is defined as the ability to live life on your terms as you reach the goals you set for yourself, your family and your business.